HAS
QUS icon

HBW Advisory Services’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

HBW Advisory Services’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
Q4 		– Sell
-5,341
Closed -$841K – 403
2024
Q3 		$841K Sell
5,341
-1,650
-24% -$251K 0.12% 153
2024
Q2 		$1.03M Sell
6,991
-8,589
-55% -$1.24M 0.17% 136
2024
Q1 		$2.06M Hold
15,580
– – 0.39% 82
2023
Q4 		$2.06M Buy
15,580
+1,368
+10% +$171K 0.39% 82
2023
Q3 		$1.72M Buy
14,212
+6,264
+79% +$777K 0.36% 87
2023
Q2 		$977K Buy
7,948
+5,292
+199% +$625K 0.21% 116
2023
Q1 		$308K Buy
+2,656
New +$301K 0.08% 197

Other funds holding QUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.21B AUM 21.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.25B AUM 22.26% 1-Year Est. Return