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

Foundations 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
Q3 		– Sell
-1,530
Closed -$226K – 850
2024
Q2 		$226K Buy
+1,530
New +$220K 0.01% 691

Other funds holding QUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 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 22.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return

Foundations Investment Advisors's QUS Position: Q3 2024 in Review

Foundations Investment Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q3 2024, closing a stake of 1,530 shares — an estimated $226K sold.

Foundations Investment Advisors first reported a position in QUS in Q2 2024 and held it in 1 quarter. The position peaked at $226K in Q2 2024. 153 funds tracked by Wall St. Rank hold QUS as of Q3 2024.

  • Foundations Investment Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q3 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 1,530 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2024, an estimated $226K.
  • Foundations Investment Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2024 and held it in 1 quarter.
  • Foundations Investment Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $226K in Q2 2024.
  • 153 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.