Cetera Investment Advisers
QUS icon

Cetera Investment Advisers’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Cetera Investment Advisers’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
Q1 		$1.78M Sell
10,349
-36
-0.3% -$6.35K ﹤0.01% 2390
2025
Q4 		$1.81M Sell
10,385
-262
-2% -$45.2K ﹤0.01% 2300
2025
Q3 		$1.82M Buy
10,647
+953
+10% +$158K ﹤0.01% 2257
2025
Q2 		$1.58M Buy
9,694
+1,127
+13% +$176K ﹤0.01% 2027
2025
Q1 		$1.34M Buy
8,567
+1,124
+15% +$178K ﹤0.01% 2034
2024
Q4 		$1.15M Buy
7,443
+329
+5% +$52.4K ﹤0.01% 2069
2024
Q3 		$1.12M Sell
7,114
-166
-2% -$25.2K ﹤0.01% 2043
2024
Q2 		$1.07M Sell
7,280
-505
-6% -$72.7K ﹤0.01% 2020
2024
Q1 		$1.13M Buy
7,785
+4,570
+142% +$633K ﹤0.01% 1969
2023
Q4 		$425K Sell
3,215
-1,061
-25% -$133K ﹤0.01% 1574
2023
Q3 		$516K Sell
4,276
-332
-7% -$41.2K ﹤0.01% 1399
2023
Q2 		$567K Buy
4,608
+949
+26% +$112K ﹤0.01% 1380
2023
Q1 		$424K Buy
3,659
+1,384
+61% +$157K ﹤0.01% 1519
2022
Q4 		$251K Buy
+2,275
New +$250K ﹤0.01% 1774

Other funds holding QUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.25B AUM 22.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return