Atomi Financial Group’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Atomi Financial Group’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 Q2	$1.01M	Sell	5,410 -43	-0.8%	-$7.83K	0.03%	468
2026 Q1	$936K	Sell	5,453 -93	-2%	-$16.4K	0.03%	461
2025 Q4	$966K	Sell	5,546 -423	-7%	-$72.9K	0.03%	423
2025 Q3	$1.02M	Sell	5,969 -1,318	-18%	-$219K	0.03%	372
2025 Q2	$1.19M	Buy	+7,287	New	+$1.13M	0.04%	290

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Atomi Financial Group's QUS Position: Q2 2026 in Review

Atomi Financial Group reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.79% in Q2 2026, selling an estimated $7.83K and leaving 5,410 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #468.

Atomi Financial Group first reported a position in QUS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.19M in Q2 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Atomi Financial Group held 5,410 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $1.01M as of Q2 2026.
Atomi Financial Group sold 43 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $7.83K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #468 holding.
Atomi Financial Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2025 and has held it in 5 quarters since.
Atomi Financial Group's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $1.19M in Q2 2025.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.