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

Independence 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
2020 Q3	$2K	Hold	19	–	–	﹤0.01%	166
2020 Q2	$2K	Hold	19	–	–	﹤0.01%	160
2020 Q1	$1K	Buy	+19	New	+$1.71K	﹤0.01%	149

Other funds holding QUS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Independence Advisors's QUS Position: Q3 2020 in Review

Independence Advisors held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q3 2020 at 19 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Independence Advisors first reported a position in QUS in Q1 2020 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold QUS as of Q3 2020.

Independence Advisors held 19 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $2K as of Q3 2020.
Independence Advisors left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q3 2020.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #166 holding.
Independence Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2020 and has held it in 3 quarters since.
94 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.