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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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
AFG
Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 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.