JSW
QUS icon

Journey Strategic Wealth’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Journey Strategic Wealth’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
2025
Q4 		– Sell
-2,570
Closed -$440K – 813
2025
Q3 		$440K Buy
2,570
+35
+1% +$5.81K 0.01% 330
2025
Q2 		$413K Buy
2,535
+14
+0.6% +$2.18K 0.01% 336
2025
Q1 		$395K Sell
2,521
-1
-0% -$159 0.01% 278
2024
Q4 		$391K Hold
2,522
– – 0.01% 275
2024
Q3 		$397K Buy
2,522
+459
+22% +$69.8K 0.01% 260
2024
Q2 		$304K Hold
2,063
– – 0.01% 247
2024
Q1 		$300K Buy
+2,063
New +$286K 0.01% 188

Other funds holding QUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.25B AUM 22.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return