BAM Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

BAM Wealth Management’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 Q3	–	Sell	-1,517	Closed	-$283K	–	213
2026 Q2	$283K	Sell	1,517 -25	-2%	-$4.56K	0.18%	140
2026 Q1	$265K	Sell	1,542 -197	-11%	-$34.8K	0.2%	130
2025 Q4	$303K	Sell	1,739 -1,022	-37%	-$176K	0.22%	111
2025 Q3	$473K	Buy	+2,761	New	+$458K	0.37%	72

Other funds holding QUS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

McKinney Capital Management Houston, Texas $254M AUM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

BAM Wealth Management's QUS Position: Q3 2026 in Review

BAM Wealth Management sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q3 2026, closing a stake of 1,517 shares — an estimated $283K sold.

BAM Wealth Management first reported a position in QUS in Q3 2025 and held it in 4 quarters. The position peaked at $473K in Q3 2025. 123 funds tracked by Wall St. Rank hold QUS as of Q3 2026.

BAM Wealth Management reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q3 2026 after selling out during the quarter.
BAM Wealth Management sold 1,517 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2026, an estimated $283K.
BAM Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2025 and held it in 4 quarters.
BAM Wealth Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $473K in Q3 2025.
123 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.