Orgel Wealth Management, LLC's ownership history for QUAL

Orgel Wealth Management, LLC currently holds 3.1M shares with a market value of $605.9M. It started holding QUAL on 2024-09-30. At its peak, it held 3.1M shares on 2025-12-31. Its highest holding value was $605.9M on 2025-12-31. At its lowest, it held 1.2M shares on 2024-09-30, with a value of $221.8M on 2024-09-30. In the recent 180 days, Orgel Wealth Management, LLC has increased its shares by 96.0K. In the recent year, Orgel Wealth Management, LLC has increased its shares by 1.8M.