Envestnet Portfolio Solutions
QUS icon

Envestnet Portfolio Solutions’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Envestnet Portfolio 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
Q1 		– Sell
-1,894
Closed -$330K – 1462
2025
Q4 		$330K Sell
1,894
-46
-2% -$7.93K ﹤0.01% 1235
2025
Q3 		$332K Sell
1,940
-188
-9% -$31.2K ﹤0.01% 1196
2025
Q2 		$347K Sell
2,128
-849
-29% -$132K ﹤0.01% 1274
2025
Q1 		$466K Sell
2,977
-2,710
-48% -$430K ﹤0.01% 1079
2024
Q4 		$881K Buy
5,687
+109
+2% +$17.4K ﹤0.01% 982
2024
Q3 		$879K Sell
5,578
-81
-1% -$12.3K ﹤0.01% 948
2024
Q2 		$834K Sell
5,659
-872
-13% -$126K ﹤0.01% 921
2024
Q1 		$951K Buy
6,531
+40
+0.6% +$5.54K ﹤0.01% 850
2023
Q4 		$858K Sell
6,491
-267
-4% -$33.4K ﹤0.01% 838
2023
Q3 		$816K Buy
+6,758
New +$839K ﹤0.01% 800

Other funds holding QUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.25B AUM 22.26% 1-Year Est. Return
PAG
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return