Gradient Investments’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Gradient Investments’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 Q1	–	Hold	0	–	–	–	1168
2021 Q4	–	Sell	-66	Closed	-$8K	–	1308
2021 Q3	$8K	Buy	+66	New	+$8.11K	﹤0.01%	812

Other funds holding QUS

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

SMA

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

SMM

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

Gradient Investments's QUS Position: Q1 2024 in Review

Gradient Investments held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q1 2024 at 0 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Gradient Investments first reported a position in QUS in Q3 2021 and has held it in 1 quarter since. The position peaked at $8K in Q3 2021. 158 funds tracked by Wall St. Rank hold QUS as of Q1 2024.

Gradient Investments held 0 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $36 as of Q1 2024.
Gradient Investments left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q1 2024.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Gradient Investments's portfolio in Q1 2024, its #1168 holding.
Gradient Investments first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2021 and has held it in 1 quarter since.
Gradient Investments's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $8K in Q3 2021.
158 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.