AlphaCore Capital’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

AlphaCore Capital’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	$4.78K	Buy	26 +1	+4%	+$182	﹤0.01%	1422
2026 Q1	$4.36K	Hold	25	–	–	﹤0.01%	1141
2025 Q4	$4.43K	Hold	25	–	–	﹤0.01%	1360
2025 Q3	$4.32K	Buy	+25	New	+$4.15K	﹤0.01%	1031

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

AlphaCore Capital's QUS Position: Q2 2026 in Review

AlphaCore Capital increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 4% in Q2 2026, buying an estimated $182 and bringing the position to 26 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

AlphaCore Capital first reported a position in QUS in Q3 2025 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

AlphaCore Capital held 26 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $4.78K as of Q2 2026.
AlphaCore Capital bought 1 State Street SPDR MSCI USA StrategicFactors ETF share in Q2 2026, an estimated $182.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1422 holding.
AlphaCore Capital first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2025 and has held it in 4 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.