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

Accurate 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 Q1	–	Sell	-2,568	Closed	-$289K	–	1141
2022 Q4	$289K	Sell	2,568 -7,285	-74%	-$801K	0.11%	173
2022 Q3	$1.26M	Buy	+9,853	New	+$1.1M	0.53%	45

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

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

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 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

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

SMA

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

GWAG

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

Accurate Wealth Management's QUS Position: Q1 2023 in Review

Accurate Wealth Management sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2023, closing a stake of 2,568 shares — an estimated $289K sold.

Accurate Wealth Management first reported a position in QUS in Q3 2022 and held it in 2 quarters. The position peaked at $1.26M in Q3 2022. 127 funds tracked by Wall St. Rank hold QUS as of Q1 2023.

Accurate Wealth Management reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 2,568 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2023, an estimated $289K.
Accurate Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2022 and held it in 2 quarters.
Accurate Wealth Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $1.26M in Q3 2022.
127 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.