GSWM
QUS icon

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

Golden State 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
2026
Q1 		$26.4K Hold
154
– – ﹤0.01% 849
2025
Q4 		$26.8K Hold
154
– – ﹤0.01% 850
2025
Q3 		$26.4K Hold
154
– – ﹤0.01% 846
2025
Q2 		$25.1K Hold
154
– – ﹤0.01% 825
2025
Q1 		$24.1K Hold
154
– – ﹤0.01% 761
2024
Q4 		$23.8K Buy
+154
New +$24.5K ﹤0.01% 729
2020
Q2 		– Sell
-301
Closed -$23K – 727
2020
Q1 		$23K Buy
+301
New +$27.1K 0.01% 483
2019
Q4 		– Sell
-147
Closed -$13K – 720
2019
Q3 		$13K Sell
147
-2,770
-95% -$243K ﹤0.01% 697
2019
Q2 		$251K Buy
2,917
+41
+1% +$3.47K 0.08% 193
2019
Q1 		$239K Buy
+2,876
New +$228K 0.08% 203

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PIA
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PAG
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Ameriprise
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SMA
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Morgan Stanley
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