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	–	812
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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Journey Strategic Wealth's QUS Position: Q4 2025 in Review

Journey Strategic Wealth sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2025, closing a stake of 2,570 shares — an estimated $440K sold.

Journey Strategic Wealth first reported a position in QUS in Q1 2024 and held it in 7 quarters. The position peaked at $440K in Q3 2025. 178 funds tracked by Wall St. Rank hold QUS as of Q4 2025.

Journey Strategic Wealth reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2025 after selling out during the quarter.
Journey Strategic Wealth sold 2,570 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2025, an estimated $440K.
Journey Strategic Wealth first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2024 and held it in 7 quarters.
Journey Strategic Wealth's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $440K in Q3 2025.
178 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2025.

Based on Journey Strategic Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.