Accel Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Accel Wealth Management’s Portfolio QUS Stock Details QUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-120	Closed	-$13.9K	–	688
2023 Q1	$13.9K	Hold	120	–	–	0.01%	804
2022 Q4	$13.2K	Hold	120	–	–	0.01%	644
2022 Q3	$13K	Hold	120	–	–	0.01%	679
2022 Q2	$13K	Hold	120	–	–	0.01%	649
2022 Q1	$15K	Hold	120	–	–	0.01%	624
2021 Q4	$16K	Hold	120	–	–	0.01%	613
2021 Q3	$14K	Hold	120	–	–	0.01%	574
2021 Q2	$14K	Hold	120	–	–	0.01%	629
2021 Q1	$13K	Hold	120	–	–	0.01%	609
2020 Q4	$13K	Buy	+120	New	+$12K	0.01%	580

Other funds holding QUS

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return