Advisor Group’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Advisor Group’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
2019 Q4	$439K	Buy	4,648 +495	+12%	+$45.3K	﹤0.01%	1770
2019 Q3	$368K	Buy	4,153 +1,282	+45%	+$112K	﹤0.01%	1836
2019 Q2	$247K	Buy	2,871 +1,199	+72%	+$102K	﹤0.01%	2141
2019 Q1	$139K	Buy	1,672 +802	+92%	+$63.5K	﹤0.01%	2579
2018 Q4	$63K	Buy	+870	New	+$68.3K	﹤0.01%	3027

Other funds holding QUS

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

JWM

Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return

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

SMM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Advisor Group's QUS Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 12% in Q4 2019, buying an estimated $45.3K and bringing the position to 4,648 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Advisor Group first reported a position in QUS in Q4 2018 and has held it in 5 quarters since. 83 funds tracked by Wall St. Rank hold QUS as of Q4 2019.

Advisor Group held 4,648 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $439K as of Q4 2019.
Advisor Group bought 495 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2019, an estimated $45.3K.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1770 holding.
Advisor Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2018 and has held it in 5 quarters since.
83 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.