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Wingate Wealth Advisors’s GMO US Quality ETF QLTY Stock Holding History

Wingate Wealth Advisors’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
Q2 		$3.21M Buy
77,148
+3,313
+4% +$133K 1.41% 19
2026
Q1 		$2.67M Hold
73,835
– – 1.43% 17
2025
Q4 		$2.84M Buy
73,835
+3,440
+5% +$129K 1.58% 15
2025
Q3 		$2.55M Sell
70,395
-746
-1% -$26K 1.76% 15
2025
Q2 		$2.44M Sell
71,141
-1,046
-1% -$33.2K 2.17% 11
2025
Q1 		$2.26M Buy
72,187
+9,321
+15% +$304K 2.6% 8
2024
Q4 		$2.01M Buy
+62,866
New +$2.04M 1.97% 12

Other funds holding QLTY

AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TODC
Trustees of Dartmouth College Hanover, New Hampshire $335M AUM 18.36% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wingate Wealth Advisors's QLTY Position: Q2 2026 in Review

Wingate Wealth Advisors increased its GMO US Quality ETF (QLTY) stake by 4.5% in Q2 2026, buying an estimated $133K and bringing the position to 77,148 shares worth $3.21M. The position accounts for 1.41% of the portfolio, ranked #19.

Wingate Wealth Advisors first reported a position in QLTY in Q4 2024 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold QLTY as of Q2 2026.

  • Wingate Wealth Advisors held 77,148 shares of GMO US Quality ETF worth $3.21M as of Q2 2026.
  • Wingate Wealth Advisors bought 3,313 GMO US Quality ETF shares in Q2 2026, an estimated $133K.
  • GMO US Quality ETF made up 1.41% of Wingate Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Wingate Wealth Advisors first reported a position in GMO US Quality ETF in Q4 2024 and has held it in 7 quarters since.
  • 160 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.