Frontier Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Frontier Wealth Management’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	$551K	Hold	5,102	–	–	0.04%	228
2022 Q1	$626K	Hold	5,102	–	–	0.01%	223
2021 Q4	$666K	Hold	5,102	–	–	0.04%	238
2021 Q3	$609K	Hold	5,102	–	–	0.04%	242
2021 Q2	$609K	Sell	5,102 -212	-4%	-$24.7K	0.04%	237
2021 Q1	$590K	Buy	5,314 +212	+4%	+$22.7K	0.05%	218
2020 Q4	$533K	Hold	5,102	–	–	0.04%	220
2020 Q3	$483K	Hold	5,102	–	–	0.04%	221
2020 Q2	$451K	Hold	5,102	–	–	0.04%	226
2020 Q1	$390K	Hold	5,102	–	–	0.06%	194
2019 Q4	$483K	Sell	5,102 -81	-2%	-$7.41K	0.08%	190
2019 Q3	$460K	Sell	5,183 -130	-2%	-$11.4K	0.07%	196
2019 Q2	$458K	Buy	5,313 +125	+2%	+$10.6K	0.07%	204
2019 Q1	$431K	Buy	+5,188	New	+$411K	0.06%	240

Other funds holding QUS

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 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 $3.54B AUM 37.12% 1-Year Est. Return

Frontier Wealth Management's QUS Position: Q2 2022 in Review

Frontier Wealth Management held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2022 at 5,102 shares worth $551K. The position accounts for 0.04% of the portfolio, ranked #228.

Frontier Wealth Management first reported a position in QUS in Q1 2019 and has held it in 14 quarters since. The position peaked at $666K in Q4 2021. 111 funds tracked by Wall St. Rank hold QUS as of Q2 2022.

Frontier Wealth Management held 5,102 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $551K as of Q2 2022.
Frontier Wealth Management left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q2 2022.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.04% of Frontier Wealth Management's portfolio in Q2 2022, its #228 holding.
Frontier Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2019 and has held it in 14 quarters since.
Frontier Wealth Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $666K in Q4 2021.
111 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.