Wealth Enhancement Advisory Services
QLTY icon

Wealth Enhancement Advisory Services’s GMO US Quality ETF QLTY Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio QLTY Stock Details QLTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17M Sell
465,136
-295,281
-39% -$11.3M 0.04% 443
2025
Q4 		$30.2M Buy
760,417
+636,315
+513% +$23.9M 0.04% 367
2025
Q3 		$4.56M Buy
124,102
+88,658
+250% +$3.1M 0.01% 995
2025
Q2 		$1.23M Sell
35,444
-14,486
-29% -$459K ﹤0.01% 1632
2025
Q1 		$1.56M Buy
49,930
+27,293
+121% +$890K ﹤0.01% 1373
2024
Q4 		$724K Buy
22,637
+3,464
+18% +$113K ﹤0.01% 1737
2024
Q3 		$625K Buy
19,173
+2,929
+18% +$92.1K ﹤0.01% 1665
2024
Q2 		$504K Buy
16,244
+7,318
+82% +$218K ﹤0.01% 1649
2024
Q1 		$265K Buy
+8,926
New +$253K ﹤0.01% 1995

Other funds holding QLTY

AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return