Epic Trust Investment Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Epic Trust Investment 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
2024 Q2	$492K	Buy	3,337 +262	+9%	+$37.7K	0.54%	44
2024 Q1	$448K	Sell	3,075 -762	-20%	-$105K	0.55%	44
2023 Q4	$507K	Buy	+3,837	New	+$480K	0.68%	38

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

PAG

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

SMA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Epic Trust Investment Advisors's QUS Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 8.5% in Q2 2024, buying an estimated $37.7K and bringing the position to 3,337 shares worth $492K. The position accounts for 0.54% of the portfolio, ranked #44.

Epic Trust Investment Advisors first reported a position in QUS in Q4 2023 and has held it in 3 quarters since. The position peaked at $507K in Q4 2023. 155 funds tracked by Wall St. Rank hold QUS as of Q2 2024.

Epic Trust Investment Advisors held 3,337 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $492K as of Q2 2024.
Epic Trust Investment Advisors bought 262 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2024, an estimated $37.7K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.54% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #44 holding.
Epic Trust Investment Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2023 and has held it in 3 quarters since.
Epic Trust Investment Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $507K in Q4 2023.
155 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.