FEG
QUS icon

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

Financial Enhancement 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
Q4 		– Sell
-26,728
Closed -$2.71M – 274
2022
Q3 		$2.71M Sell
26,728
-131
-0.5% -$14.7K 0.63% 40
2022
Q2 		$2.9M Sell
26,859
-25,921
-49% -$2.99M 0.63% 38
2022
Q1 		$6.58M Sell
52,780
-4,176
-7% -$512K 1.22% 25
2021
Q4 		$7.44M Buy
+56,956
New +$7.2M 1.31% 22

Other funds holding QUS

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Ameriprise
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
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Financial Enhancement Group's QUS Position: Q4 2022 in Review

Financial Enhancement Group sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2022, closing a stake of 26,728 shares — an estimated $2.71M sold.

Financial Enhancement Group first reported a position in QUS in Q4 2021 and held it in 4 quarters. The position peaked at $7.44M in Q4 2021. 125 funds tracked by Wall St. Rank hold QUS as of Q4 2022.

  • Financial Enhancement Group reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 26,728 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2022, an estimated $2.71M.
  • Financial Enhancement Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2021 and held it in 4 quarters.
  • Financial Enhancement Group's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $7.44M in Q4 2021.
  • 125 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.