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CKW Financial Group’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

CKW Financial Group’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
Q1 		– Sell
-635
Closed -$84K – 229
2023
Q4 		$84K Buy
+635
New +$79.4K 0.01% 105

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 22.96% 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
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

CKW Financial Group's QUS Position: Q1 2024 in Review

CKW Financial Group sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2024, closing a stake of 635 shares — an estimated $84K sold.

CKW Financial Group first reported a position in QUS in Q4 2023 and held it in 1 quarter. The position peaked at $84K in Q4 2023. 158 funds tracked by Wall St. Rank hold QUS as of Q1 2024.

  • CKW Financial Group reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2024 after selling out during the quarter.
  • CKW Financial Group sold 635 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2024, an estimated $84K.
  • CKW Financial Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2023 and held it in 1 quarter.
  • CKW Financial Group's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $84K in Q4 2023.
  • 158 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2024.

Based on CKW Financial Group's 13F filing for Q1 2024, filed 22 Apr 2024.