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

ARQ 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
2026 Q3	$11.5M	Buy	60,395 +3,206	+6%	+$614K	1.38%	22
2026 Q2	$10.7M	Buy	57,189 +14,832	+35%	+$2.7M	1.33%	23
2026 Q1	$7.27M	Buy	42,357 +3,339	+9%	+$589K	1.31%	25
2025 Q4	$6.8M	Buy	39,018 +5,679	+17%	+$979K	1.83%	19
2025 Q3	$5.71M	Sell	33,339 -614	-2%	-$102K	1.69%	18
2025 Q2	$5.32M	Hold	33,953	–	–	1.83%	22
2025 Q1	$5.32M	Buy	33,953 +4,820	+17%	+$765K	1.97%	21
2024 Q4	$4.51M	Buy	29,133 +2,992	+11%	+$477K	1.72%	20
2024 Q3	$4.09M	Buy	26,141 +5,051	+24%	+$768K	1.54%	26
2024 Q2	$3.11M	Buy	21,090 +13,243	+169%	+$1.91M	1.35%	24
2024 Q1	$1.14M	Buy	7,847 +4,187	+114%	+$580K	0.5%	43
2023 Q4	$484K	Buy	3,660 +923	+34%	+$115K	0.29%	43
2023 Q3	$330K	Buy	+2,737	New	+$340K	0.25%	44

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

SFMG Wealth Advisors Plano, Texas $1.66B AUM 20.35% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Perennial Investment Advisors Los Angeles, California $1.6B AUM 18.89% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

McKinney Capital Management Houston, Texas $254M AUM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

ARQ Wealth Advisors's QUS Position: Q3 2026 in Review

ARQ Wealth Advisors increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 5.6% in Q3 2026, buying an estimated $614K and bringing the position to 60,395 shares worth $11.5M. The position accounts for 1.38% of the portfolio, ranked #22.

ARQ Wealth Advisors first reported a position in QUS in Q3 2023 and has held it in 13 quarters since. 182 funds tracked by Wall St. Rank hold QUS as of Q3 2026.

ARQ Wealth Advisors held 60,395 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $11.5M as of Q3 2026.
ARQ Wealth Advisors bought 3,206 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2026, an estimated $614K.
State Street SPDR MSCI USA StrategicFactors ETF made up 1.38% of ARQ Wealth Advisors's portfolio in Q3 2026, its #22 holding.
ARQ Wealth Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2023 and has held it in 13 quarters since.
182 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.