EP Wealth Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

EP Wealth Advisors’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	$250K	Hold	1,338	–	–	﹤0.01%	1393
2026 Q1	$230K	Sell	1,338 -650	-33%	-$115K	﹤0.01%	1325
2025 Q4	$346K	Buy	+1,988	New	+$343K	﹤0.01%	1056
2025 Q2	$605K	Sell	3,712 -466	-11%	-$72.6K	﹤0.01%	712
2025 Q1	$655K	Buy	+4,178	New	+$663K	0.01%	616

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

EP Wealth Advisors's QUS Position: Q2 2026 in Review

EP Wealth Advisors held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 1,338 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

EP Wealth Advisors first reported a position in QUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $655K in Q1 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

EP Wealth Advisors held 1,338 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $250K as of Q2 2026.
EP Wealth Advisors left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1393 holding.
EP Wealth Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2025 and has held it in 5 quarters since.
EP Wealth Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $655K in Q1 2025.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.