Dynamic Advisor Solutions’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Dynamic Advisor Solutions’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 Q2	$932K	Hold	4,989	–	–	0.03%	514
2026 Q1	$856K	Buy	+4,989	New	+$881K	0.03%	501
2020 Q2	–	Sell	-4,405	Closed	-$336K	–	581
2020 Q1	$336K	Sell	4,405 -2,070	-32%	-$186K	0.06%	315
2019 Q4	$613K	Buy	6,475 +3,045	+89%	+$278K	0.08%	261
2019 Q3	$304K	Buy	3,430 +995	+41%	+$87.2K	0.05%	373
2019 Q2	$210K	Buy	+2,435	New	+$206K	0.03%	444

Other funds holding QUS

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return