Ladenburg Thalmann Financial Services’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Ladenburg Thalmann Financial Services’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	$3M	Buy	31,689 +22,207	+234%	+$2.03M	0.02%	686
2019 Q3	$842K	Buy	9,482 +5,126	+118%	+$449K	0.01%	1361
2019 Q2	$375K	Buy	4,356 +1,536	+54%	+$130K	﹤0.01%	1972
2019 Q1	$234K	Buy	2,820 +56	+2%	+$4.44K	﹤0.01%	2279
2018 Q4	$202K	Sell	2,764 -2,024	-42%	-$159K	﹤0.01%	2242
2018 Q3	$400K	Buy	4,788 +4,277	+837%	+$349K	﹤0.01%	1778
2018 Q2	$39K	Hold	511	–	–	﹤0.01%	3428
2018 Q1	$39K	Buy	511 +11	+2%	+$861	﹤0.01%	3428
2017 Q4	$39K	Buy	+500	New	+$37.6K	﹤0.01%	3389

Other funds holding QUS

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return