AWA
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Authentikos Wealth Advisory’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-326
Closed -$39.3K – 466
2023
Q3 		$39.3K Buy
+326
New +$40.5K 0.04% 146

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Authentikos Wealth Advisory's QUS Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2023, closing a stake of 326 shares — an estimated $39.3K sold.

Authentikos Wealth Advisory first reported a position in QUS in Q3 2023 and held it in 1 quarter. The position peaked at $39.3K in Q3 2023. 146 funds tracked by Wall St. Rank hold QUS as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 326 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2023, an estimated $39.3K.
  • Authentikos Wealth Advisory first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $39.3K in Q3 2023.
  • 146 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.