EFS
QUS icon

Essex Financial Services’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Essex Financial Services’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 		$3.42M Sell
19,897
-70
-0.4% -$12.4K 0.19% 112
2025
Q4 		$3.48M Sell
19,967
-78
-0.4% -$13.4K 0.2% 109
2025
Q3 		$3.43M Sell
20,045
-376
-2% -$62.4K 0.21% 108
2025
Q2 		$3.33M Buy
20,421
+368
+2% +$57.3K 0.22% 98
2025
Q1 		$3.14M Buy
20,053
+1,324
+7% +$210K 0.23% 99
2024
Q4 		$2.9M Buy
18,729
+1,965
+12% +$313K 0.2% 106
2024
Q3 		$2.67M Buy
16,764
+3,703
+28% +$563K 0.19% 104
2024
Q2 		$1.93M Buy
+13,061
New +$1.88M 0.14% 140

Other funds holding QUS

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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