Avant Capital’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Avant Capital’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	$621K	Buy	3,325 +9	+0.3%	+$1.64K	0.39%	44
2026 Q1	$569K	Hold	3,316	–	–	0.4%	46
2025 Q4	$578K	Buy	3,316 +12	+0.4%	+$2.07K	0.4%	44
2025 Q3	$566K	Buy	3,304 +102	+3%	+$16.9K	0.4%	43
2025 Q2	$522K	Buy	3,202 +216	+7%	+$33.6K	0.41%	41
2025 Q1	$468K	Sell	2,986 -4	-0.1%	-$635	0.39%	43
2024 Q4	$463K	Buy	+2,990	New	+$477K	0.38%	41
2023 Q3	$390K	Hold	3,231	–	–	0.45%	40
2023 Q2	$397K	Buy	3,231 +12	+0.4%	+$1.42K	0.44%	40
2023 Q1	$373K	Hold	3,219	–	–	0.43%	40
2022 Q4	$355K	Sell	3,219 -12	-0.4%	-$1.32K	0.44%	39
2022 Q3	$328K	Buy	3,231 +1	+0%	+$112	0.44%	42
2022 Q2	$349K	Buy	3,230 +10	+0.3%	+$1.16K	0.45%	41
2022 Q1	$401K	Hold	3,220	–	–	0.45%	40
2021 Q4	$421K	Buy	+3,220	New	+$407K	0.46%	37

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

Avant Capital's QUS Position: Q2 2026 in Review

Avant Capital increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.27% in Q2 2026, buying an estimated $1.64K and bringing the position to 3,325 shares worth $621K. The position accounts for 0.39% of the portfolio, ranked #44.

Avant Capital first reported a position in QUS in Q4 2021 and has held it in 15 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Avant Capital held 3,325 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $621K as of Q2 2026.
Avant Capital bought 9 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $1.64K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.39% of Avant Capital's portfolio in Q2 2026, its #44 holding.
Avant Capital first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2021 and has held it in 15 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.