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Independent Advisor Alliance’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Independent Advisor Alliance’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 		– Sell
-6,219
Closed -$1.07M – 1493
2026
Q1 		$1.07M Buy
+6,219
New +$1.1M 0.01% 800
2025
Q1 		– Sell
-6,400
Closed -$991K – 1236
2024
Q4 		$991K Buy
+6,400
New +$1.02M 0.01% 729

Other funds holding QUS

Focus Partners Wealth
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
BW
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

Independent Advisor Alliance's QUS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2026, closing a stake of 6,219 shares — an estimated $1.07M sold.

Independent Advisor Alliance first reported a position in QUS in Q4 2024 and held it in 2 quarters. The position peaked at $1.07M in Q1 2026. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • Independent Advisor Alliance reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,219 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $1.07M.
  • Independent Advisor Alliance first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $1.07M in Q1 2026.
  • 192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.