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

IFP 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
2026 Q2	$1.27M	Sell	6,772 -369	-5%	-$67.2K	0.02%	640
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	–	3190
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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 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

PIA

Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

SMA

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

IFP Advisors's QUS Position: Q2 2026 in Review

IFP Advisors reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 5.2% in Q2 2026, selling an estimated $67.2K and leaving 6,772 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #640.

IFP Advisors first reported a position in QUS in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.63M in Q4 2022. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

IFP Advisors held 6,772 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $1.27M as of Q2 2026.
IFP Advisors sold 369 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $67.2K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #640 holding.
IFP Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2018 and has held it in 31 quarters since.
IFP Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $2.63M in Q4 2022.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.