Allworth Financial’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Allworth Financial’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 Q2	$149K	Hold	800	–	–	﹤0.01%	1693
2026 Q1	$137K	Buy	+800	New	+$141K	﹤0.01%	1628
2023 Q3	–	Sell	-194	Closed	-$23.9K	–	3531
2023 Q2	$23.9K	Buy	+194	New	+$22.9K	﹤0.01%	1434

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWA

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

PIA

Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

SMA

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

Allworth Financial's QUS Position: Q2 2026 in Review

Allworth Financial held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 800 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

Allworth Financial first reported a position in QUS in Q2 2023 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Allworth Financial held 800 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $149K as of Q2 2026.
Allworth Financial left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1693 holding.
Allworth Financial first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2023 and has held it in 3 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.