Asset Dedication LLC’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Asset Dedication LLC’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
2019 Q2	–	Sell	-124	Closed	-$10K	–	626
2019 Q1	$10K	Buy	124 +59	+91%	+$4.67K	﹤0.01%	450
2018 Q4	$5K	Sell	65 -59	-48%	-$4.63K	﹤0.01%	496
2018 Q3	$10K	Buy	+124	New	+$10.1K	﹤0.01%	447

Other funds holding QUS

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management

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

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

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

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return