AWA
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Amplius Wealth Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-6
Closed – – 727
2021
Q4 		$0 Buy
+6
New +$758 ﹤0.01% 984

Other funds holding QUS

CG
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

Amplius Wealth Advisors's QUS Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2022, closing a stake of 6 shares.

Amplius Wealth Advisors first reported a position in QUS in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 116 funds tracked by Wall St. Rank hold QUS as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 6 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2022.
  • Amplius Wealth Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $0 in Q4 2021.
  • 116 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.