Elevation Capital Advisory’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Elevation Capital Advisory’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	–	Sell	-25,881	Closed	-$4.44M	–	78
2026 Q1	$4.44M	Buy	25,881 +3,273	+14%	+$578K	1.89%	20
2025 Q4	$3.94M	Buy	22,608 +530	+2%	+$91.4K	1.61%	29
2025 Q3	$3.78M	Buy	+22,078	New	+$3.66M	1.51%	25
2025 Q2	–	Sell	-28,671	Closed	-$4.49M	–	71
2025 Q1	$4.49M	Buy	+28,671	New	+$4.55M	1.96%	21
2024 Q4	–	Sell	-27,003	Closed	-$4.25M	–	71
2024 Q3	$4.25M	Buy	+27,003	New	+$4.1M	1.88%	21

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Elevation Capital Advisory's QUS Position: Q2 2026 in Review

Elevation Capital Advisory sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2026, closing a stake of 25,881 shares — an estimated $4.44M sold.

Elevation Capital Advisory first reported a position in QUS in Q3 2024 and held it in 5 quarters. The position peaked at $4.49M in Q1 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Elevation Capital Advisory reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q2 2026 after selling out during the quarter.
Elevation Capital Advisory sold 25,881 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $4.44M.
Elevation Capital Advisory first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2024 and held it in 5 quarters.
Elevation Capital Advisory's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $4.49M in Q1 2025.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.