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Atria Wealth Solutions’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Atria Wealth Solutions’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
2024
Q2 		– Sell
-1,413
Closed -$206K – 2042
2024
Q1 		$206K Buy
+1,413
New +$196K ﹤0.01% 1817

Other funds holding QUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's QUS Position: Q2 2024 in Review

Atria Wealth Solutions sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2024, closing a stake of 1,413 shares — an estimated $206K sold.

Atria Wealth Solutions first reported a position in QUS in Q1 2024 and held it in 1 quarter. The position peaked at $206K in Q1 2024. 155 funds tracked by Wall St. Rank hold QUS as of Q2 2024.

  • Atria Wealth Solutions reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,413 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2024, an estimated $206K.
  • Atria Wealth Solutions first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $206K in Q1 2024.
  • 155 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.