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Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in GMO ETF TRUST

HB Wealth Management, LLC holds 6.7M shares of QLTY (GMO ETF TRUST), worth $271.3M as of 2026-Q2. The position was increased (+13.5% shares). QLTY represents 1.5% of HB Wealth Management, LLC's portfolio.

Current Value

$271.3M

Current Shares

6.7M

Total Value Change

+$266.2M

Total Shares Change

+6.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.7M
+13.5%
$271.3M1.5%$41.62
55
2026-Q1
Increased
5.9M
+1078.9%
$213.6M1.4%$38.06
78
2025-Q4
Increased
500,906
+8.4%
$19.3M0.1%$38.76
37
2025-Q3
Increased
462,250
+6.5%
$16.7M0.1%$35.93
36
2025-Q2
Increased
434,135
+111.5%
$14.9M0.1%$33.80
54
2025-Q1
Decreased
205,316
-30.3%
$6.4M0.1%$30.80
0
2024-Q4
Increased
294,591
+89.2%
$9.4M0.1%$31.83
43
2024-Q3
Increased
155,667
+87.5%
$5.1M0.1%$32.14
42

Other major holders of QLTY: BROWN BROTHERS HARRIMAN & CO, Merit Financial Group, LLC, Allworth Financial LP

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