AWA
QUS icon

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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.25B AUM 22.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return