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QUANTUM FINANCIAL PARTNERS LLC’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

QUANTUM FINANCIAL PARTNERS LLC’s Portfolio USSG Stock Details USSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$288K Buy
+4,150
New +$278K 0.15% 114

Other funds holding USSG

CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

QUANTUM FINANCIAL PARTNERS LLC's USSG Position: Q2 2026 in Review

QUANTUM FINANCIAL PARTNERS LLC opened a new position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q2 2026: 4,150 shares worth $288K. The stake represents 0.15% of the portfolio and ranks #114 among its holdings.

14 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

  • QUANTUM FINANCIAL PARTNERS LLC held 4,150 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $288K as of Q2 2026.
  • Xtrackers MSCI USA ESG Leaders Equity ETF was a new QUANTUM FINANCIAL PARTNERS LLC position in Q2 2026.
  • Xtrackers MSCI USA ESG Leaders Equity ETF made up 0.15% of QUANTUM FINANCIAL PARTNERS LLC's portfolio in Q2 2026, its #114 holding.
  • 14 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

Based on QUANTUM FINANCIAL PARTNERS LLC's 13F filing for Q2 2026, filed 20 Jul 2026.