BKM Wealth Management’s Xtrackers Russell US Multifactor ETF DEUS Stock Holding History

BKM Wealth Management’s Portfolio DEUS Stock Details DEUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.7M	Sell	164,445 -8,374	-5%	-$531K	3.8%	5
2026 Q1	$10.4M	Sell	172,819 -3,697	-2%	-$226K	3.78%	5
2025 Q4	$10.3M	Buy	176,516 +4,776	+3%	+$277K	3.76%	6
2025 Q3	$9.98M	Buy	171,740 +4,949	+3%	+$284K	3.68%	6
2025 Q2	$9.38M	Buy	166,791 +13,023	+8%	+$700K	3.66%	6
2025 Q1	$8.25M	Buy	153,768 +87	+0.1%	+$4.74K	3.4%	6
2024 Q4	$8.25M	Sell	153,681 -3,550	-2%	-$197K	3.39%	6
2024 Q3	$8.61M	Buy	157,231 +860	+0.5%	+$45K	3.5%	6
2024 Q2	$7.88M	Sell	156,371 -1,604	-1%	-$80.8K	3.79%	4
2024 Q1	$8.24M	Sell	157,975 -3,219	-2%	-$158K	3.54%	5
2023 Q4	$7.68M	Buy	+161,194	New	+$7.13M	3.27%	7

Other funds holding DEUS

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BKM Wealth Management's DEUS Position: Q2 2026 in Review

BKM Wealth Management reduced its Xtrackers Russell US Multifactor ETF (DEUS) stake by 4.8% in Q2 2026, selling an estimated $531K and leaving 164,445 shares worth $10.7M. The position accounts for 3.8% of the portfolio, ranked #5.

BKM Wealth Management first reported a position in DEUS in Q4 2023 and has held it in 11 quarters since. 52 funds tracked by Wall St. Rank hold DEUS as of Q2 2026.

BKM Wealth Management held 164,445 shares of Xtrackers Russell US Multifactor ETF worth $10.7M as of Q2 2026.
BKM Wealth Management sold 8,374 Xtrackers Russell US Multifactor ETF shares in Q2 2026, an estimated $531K.
Xtrackers Russell US Multifactor ETF made up 3.8% of BKM Wealth Management's portfolio in Q2 2026, its #5 holding.
BKM Wealth Management first reported a position in Xtrackers Russell US Multifactor ETF in Q4 2023 and has held it in 11 quarters since.
52 funds tracked by Wall St. Rank held Xtrackers Russell US Multifactor ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.