AWM
QUS icon

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

AE 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
2026
Q1 		$369K Buy
2,152
+512
+31% +$90.4K ﹤0.01% 1263
2025
Q4 		$286K Buy
1,640
+1,088
+197% +$188K ﹤0.01% 1332
2025
Q3 		$94.5K Sell
552
-13
-2% -$2.16K ﹤0.01% 1583
2025
Q2 		$92.1K Buy
565
+157
+38% +$24.4K ﹤0.01% 1502
2025
Q1 		$63.9K Buy
408
+360
+750% +$57.1K ﹤0.01% 1543
2024
Q4 		$7.43K Buy
+48
New +$7.65K ﹤0.01% 1870
2020
Q4 		– Sell
-2,431
Closed -$230K – 1414
2020
Q3 		$230K Sell
2,431
-123,762
-98% -$11.6M ﹤0.01% 1137
2020
Q2 		$11.1M Buy
+126,193
New +$10.8M 0.17% 131
2020
Q1 		– Sell
-34,431
Closed -$3.26M – 1249
2019
Q4 		$3.26M Buy
+34,431
New +$3.15M 0.07% 247

Other funds holding QUS

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SWA
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LPL Financial
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PIA
Perennial Investment Advisors Los Angeles, California $1.25B AUM 22.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return