Drive Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Drive Wealth Management’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 Q4	–	Sell	-3,585	Closed	-$565K	–	375
2024 Q3	$565K	Hold	3,585	–	–	0.15%	116
2024 Q2	$529K	Hold	3,585	–	–	0.14%	124
2024 Q1	$522K	Hold	3,585	–	–	0.15%	124
2023 Q4	$474K	Hold	3,585	–	–	0.15%	123
2023 Q3	$433K	Hold	3,585	–	–	0.16%	124
2023 Q2	$441K	Hold	3,585	–	–	0.16%	125
2023 Q1	$416K	Hold	3,585	–	–	0.17%	140
2022 Q4	$395K	Hold	3,585	–	–	0.2%	119
2022 Q3	$364K	Hold	3,585	–	–	0.35%	84
2022 Q2	$387K	Hold	3,585	–	–	0.35%	82
2022 Q1	$447K	Hold	3,585	–	–	0.38%	75
2021 Q4	$468K	Buy	+3,585	New	+$453K	0.41%	65

Other funds holding QUS

Focus Partners Wealth

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

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

Mount Yale Investment Advisors Denver, Colorado $4.21B AUM 21.13% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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