IFP Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.23M | Sell |
7,141
-411
| -5% | -$72.5K | 0.03% | 600 |
|
|
2025
Q4 | $1.32M | Buy |
7,552
+6,020
| +393% | +$1.04M | 0.03% | 549 |
|
|
2025
Q3 | $262K | Buy |
1,532
+316
| +26% | +$52.4K | 0.01% | 1164 |
|
|
2025
Q2 | $198K | Buy |
1,216
+116
| +11% | +$18.1K | 0.01% | 1273 |
|
|
2025
Q1 | $172K | Sell |
1,100
-125
| -10% | -$19.8K | 0.01% | 1245 |
|
|
2024
Q4 | $190K | Sell |
1,225
-57
| -4% | -$9.09K | 0.01% | 1143 |
|
|
2024
Q3 | $202K | Buy |
1,282
+388
| +43% | +$59K | 0.01% | 1085 |
|
|
2024
Q2 | $132K | Buy |
894
+453
| +103% | +$65.2K | 0.01% | 1239 |
|
|
2024
Q1 | $64.2K | Buy |
441
+288
| +188% | +$39.9K | ﹤0.01% | 1486 |
|
|
2023
Q4 | $20.2K | Sell |
153
-19
| -11% | -$2.38K | ﹤0.01% | 1910 |
|
|
2023
Q3 | $20.8K | Sell |
172
-671
| -80% | -$83.3K | ﹤0.01% | 1929 |
|
|
2023
Q2 | $104K | Sell |
843
-227
| -21% | -$26.8K | ﹤0.01% | 1302 |
|
|
2023
Q1 | $83.3K | Sell |
1,070
-32,668
| -97% | -$3.7M | ﹤0.01% | 1343 |
|
|
2022
Q4 | $2.63M | Buy |
33,738
+54
| +0.2% | +$5.94K | 0.07% | 299 |
|
|
2022
Q3 | $2.62M | Buy |
33,684
+321
| +1% | +$36K | 0.07% | 315 |
|
|
2022
Q2 | $2.6M | Hold |
33,363
| – | – | 0.08% | 285 |
|
|
2022
Q1 | $2.6M | Buy |
33,363
+32,156
| +2,664% | +$3.94M | 0.08% | 285 |
|
|
2021
Q4 | $158K | Buy |
1,207
+63
| +6% | +$7.96K | ﹤0.01% | 1066 |
|
|
2021
Q3 | $137K | Buy |
1,144
+24
| +2% | +$2.95K | ﹤0.01% | 1140 |
|
|
2021
Q2 | $133K | Buy |
1,120
+33
| +3% | +$3.85K | ﹤0.01% | 1102 |
|
|
2021
Q1 | $122K | Buy |
1,087
+46
| +4% | +$4.93K | ﹤0.01% | 1080 |
|
|
2020
Q4 | $110K | Buy |
1,041
+2
| +0.2% | +$200 | ﹤0.01% | 1087 |
|
|
2020
Q3 | $100K | Buy |
1,039
+154
| +17% | +$14.4K | 0.01% | 1001 |
|
|
2020
Q2 | $77K | Buy |
885
+2
| +0.2% | +$171 | 0.01% | 1027 |
|
|
2020
Q1 | $68K | Hold |
883
| – | – | 0.01% | 988 |
|
|
2019
Q4 | $84K | Sell |
883
-2,350
| -73% | -$215K | 0.01% | 1035 |
|
|
2019
Q3 | $286K | Buy |
+3,233
| New | +$283K | 0.02% | 648 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$14K | – | 3200 |
|
|
2018
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 2335 |
|
|
2018
Q3 | $17K | Hold |
200
| – | – | ﹤0.01% | 2550 |
|
|
2018
Q2 | $16K | Buy |
+200
| New | +$15.4K | ﹤0.01% | 2610 |
|
Other funds holding QUS
SWA
PIA
PAG
SMA
