JWM
QUS icon

Jackson Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Jackson Wealth Management’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
Q1 		– Sell
-196,696
Closed -$19.1M – 154
2019
Q4 		$19.1M Buy
196,696
+672
+0.3% +$61.4K 3.16% 6
2019
Q3 		$17.2M Buy
196,024
+10,455
+6% +$916K 3.6% 4
2019
Q2 		$16.3M Buy
+185,569
New +$15.7M 3.54% 6

Other funds holding QUS

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return

Jackson Wealth Management's QUS Position: Q1 2020 in Review

Jackson Wealth Management sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2020, closing a stake of 196,696 shares — an estimated $19.1M sold.

Jackson Wealth Management first reported a position in QUS in Q2 2019 and held it in 3 quarters. The position peaked at $19.1M in Q4 2019. 89 funds tracked by Wall St. Rank hold QUS as of Q1 2020.

  • Jackson Wealth Management reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 196,696 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2020, an estimated $19.1M.
  • Jackson Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2019 and held it in 3 quarters.
  • Jackson Wealth Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $19.1M in Q4 2019.
  • 89 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.