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Erickson Financial Group’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Erickson Financial Group’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
2022
Q2 		– Sell
-1,754
Closed -$219K – 24
2022
Q1 		$219K Sell
1,754
-171
-9% -$21K 0.2% 26
2021
Q4 		$251K Buy
+1,925
New +$243K 0.22% 25

Other funds holding QUS

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Erickson Financial Group's QUS Position: Q2 2022 in Review

Erickson Financial Group sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2022, closing a stake of 1,754 shares — an estimated $219K sold.

Erickson Financial Group first reported a position in QUS in Q4 2021 and held it in 2 quarters. The position peaked at $251K in Q4 2021. 111 funds tracked by Wall St. Rank hold QUS as of Q2 2022.

  • Erickson Financial Group reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q2 2022 after selling out during the quarter.
  • Erickson Financial Group sold 1,754 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2022, an estimated $219K.
  • Erickson Financial Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2021 and held it in 2 quarters.
  • Erickson Financial Group's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $251K in Q4 2021.
  • 111 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2022.

Based on Erickson Financial Group's 13F filing for Q2 2022, filed 9 Aug 2022.