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

JNBA Financial 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
2019
Q4 		– Sell
-101
Closed -$9K – 622
2019
Q3 		$9K Buy
+101
New +$8.85K ﹤0.01% 422

Other funds holding QUS

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $170M AUM 21.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 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
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

JNBA Financial Advisors's QUS Position: Q4 2019 in Review

JNBA Financial Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2019, closing a stake of 101 shares — an estimated $9K sold.

JNBA Financial Advisors first reported a position in QUS in Q3 2019 and held it in 1 quarter. The position peaked at $9K in Q3 2019. 83 funds tracked by Wall St. Rank hold QUS as of Q4 2019.

  • JNBA Financial Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2019 after selling out during the quarter.
  • JNBA Financial Advisors sold 101 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2019, an estimated $9K.
  • JNBA Financial Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2019 and held it in 1 quarter.
  • JNBA Financial Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $9K in Q3 2019.
  • 83 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2019.

Based on JNBA Financial Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.