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

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Accel Wealth Management's QUS Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2023, closing a stake of 120 shares — an estimated $13.9K sold.

Accel Wealth Management first reported a position in QUS in Q4 2020 and held it in 10 quarters. The position peaked at $16K in Q4 2021. 127 funds tracked by Wall St. Rank hold QUS as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 120 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2023, an estimated $13.9K.
Accel Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $16K in Q4 2021.
127 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.