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 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SMA

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

Envestnet Portfolio Solutions's QUS Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2026, closing a stake of 1,894 shares — an estimated $330K sold.

Envestnet Portfolio Solutions first reported a position in QUS in Q3 2023 and held it in 10 quarters. The position peaked at $951K in Q1 2024. 189 funds tracked by Wall St. Rank hold QUS as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 1,894 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2026, an estimated $330K.
Envestnet Portfolio Solutions first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $951K in Q1 2024.
189 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.