Cullen/Frost Bankers’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Cullen/Frost Bankers’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	$598K	Hold	3,483	–	–	0.01%	404
2025 Q4	$607K	Hold	3,483	–	–	0.01%	398
2025 Q3	$596K	Hold	3,483	–	–	0.01%	392
2025 Q2	$568K	Hold	3,483	–	–	0.01%	391
2025 Q1	$546K	Sell	3,483 -1,000	-22%	-$159K	0.01%	382
2024 Q4	$694K	Sell	4,483 -1,150	-20%	-$183K	0.01%	348
2024 Q3	$887K	Hold	5,633	–	–	0.01%	318
2024 Q2	$831K	Hold	5,633	–	–	0.01%	311
2024 Q1	$820K	Hold	5,633	–	–	0.01%	321
2023 Q4	$744K	Hold	5,633	–	–	0.01%	327
2023 Q3	$680K	Hold	5,633	–	–	0.01%	334
2023 Q2	$693K	Buy	+5,633	New	+$665K	0.01%	341

Other funds holding QUS

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Perennial Investment Advisors Los Angeles, California $1.25B AUM 22.26% 1-Year Est. Return

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return