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

Herold 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
2022 Q2	–	Sell	-1,300	Closed	-$162K	–	559
2022 Q1	$162K	Buy	+1,300	New	+$159K	0.06%	224
2021 Q4	–	Sell	-1,300	Closed	-$155K	–	546
2021 Q3	$155K	Buy	+1,300	New	+$160K	0.06%	229

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

Herold Advisors's QUS Position: Q2 2022 in Review

Herold Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2022, closing a stake of 1,300 shares — an estimated $162K sold.

Herold Advisors first reported a position in QUS in Q3 2021 and held it in 2 quarters. The position peaked at $162K in Q1 2022. 111 funds tracked by Wall St. Rank hold QUS as of Q2 2022.

Herold Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,300 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2022, an estimated $162K.
Herold Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2021 and held it in 2 quarters.
Herold Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $162K in Q1 2022.
111 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.