Bouvel Investment Partners’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Bouvel Investment Partners’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
2025 Q2	–	Sell	-37,019	Closed	-$5.83M	–	90
2025 Q1	$5.83M	Buy	37,019 +476	+1%	+$75.6K	2.19%	11
2024 Q4	$5.66M	Sell	36,543 -476	-1%	-$75.9K	2.04%	14
2024 Q3	$5.83M	Sell	37,019 -32	-0.1%	-$4.86K	2.19%	11
2024 Q2	$5.46M	Buy	37,051 +402	+1%	+$57.9K	2.11%	14
2024 Q1	$5.34M	Buy	+36,649	New	+$5.07M	2.31%	14

Other funds holding QUS

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

PIA

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

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

Bouvel Investment Partners's QUS Position: Q2 2025 in Review

Bouvel Investment Partners sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2025, closing a stake of 37,019 shares — an estimated $5.83M sold.

Bouvel Investment Partners first reported a position in QUS in Q1 2024 and held it in 5 quarters. The position peaked at $5.83M in Q1 2025. 173 funds tracked by Wall St. Rank hold QUS as of Q2 2025.

Bouvel Investment Partners reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q2 2025 after selling out during the quarter.
Bouvel Investment Partners sold 37,019 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2025, an estimated $5.83M.
Bouvel Investment Partners first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2024 and held it in 5 quarters.
Bouvel Investment Partners's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $5.83M in Q1 2025.
173 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2025.

Based on Bouvel Investment Partners's 13F filing for Q2 2025, filed 11 Jul 2025.