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Avantax Advisory Services’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Avantax Advisory Services’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
Q3 		– Sell
-1,856
Closed -$274K – 2186
2024
Q2 		$274K Buy
1,856
+426
+30% +$61.3K ﹤0.01% 1755
2024
Q1 		$208K Sell
1,430
-341
-19% -$47.2K ﹤0.01% 1525
2023
Q4 		$234K Buy
+1,771
New +$222K ﹤0.01% 1376
2023
Q2 		– Sell
-1,989
Closed -$231K – 1561
2023
Q1 		$231K Sell
1,989
-606
-23% -$68.7K ﹤0.01% 1291
2022
Q4 		$286K Sell
2,595
-404
-13% -$44.4K ﹤0.01% 1131
2022
Q3 		$305K Sell
2,999
-323
-10% -$36.2K ﹤0.01% 1000
2022
Q2 		$359K Buy
3,322
+5
+0.2% +$577 0.01% 928
2022
Q1 		$412K Sell
3,317
-118
-3% -$14.5K 0.01% 863
2021
Q4 		$449K Sell
3,435
-4,555
-57% -$576K 0.01% 802
2021
Q3 		$953K Buy
7,990
+200
+3% +$24.6K 0.02% 505
2021
Q2 		$930K Buy
+7,790
New +$908K 0.02% 492

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 22.9% 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
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
PIA
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return

Avantax Advisory Services's QUS Position: Q3 2024 in Review

Avantax Advisory Services sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q3 2024, closing a stake of 1,856 shares — an estimated $274K sold.

Avantax Advisory Services first reported a position in QUS in Q2 2021 and held it in 11 quarters. The position peaked at $953K in Q3 2021. 153 funds tracked by Wall St. Rank hold QUS as of Q3 2024.

  • Avantax Advisory Services reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 1,856 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2024, an estimated $274K.
  • Avantax Advisory Services first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2021 and held it in 11 quarters.
  • Avantax Advisory Services's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $953K in Q3 2021.
  • 153 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.