Apollon Wealth Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Apollon Wealth Management’s Portfolio QEFA Stock Details QEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8,137	Closed	-$564K	–	985
2023 Q1	$564K	Buy	+8,137	New	+$551K	0.03%	498

Other funds holding QEFA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

FHB

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Apollon Wealth Management's QEFA Position: Q2 2023 in Review

Apollon Wealth Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q2 2023, closing a stake of 8,137 shares — an estimated $564K sold.

Apollon Wealth Management first reported a position in QEFA in Q1 2023 and held it in 1 quarter. The position peaked at $564K in Q1 2023. 111 funds tracked by Wall St. Rank hold QEFA as of Q2 2023.

Apollon Wealth Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q2 2023 after selling out during the quarter.
Apollon Wealth Management sold 8,137 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q2 2023, an estimated $564K.
Apollon Wealth Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2023 and held it in 1 quarter.
Apollon Wealth Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $564K in Q1 2023.
111 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q2 2023.

Based on Apollon Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.