Larson Financial Group’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Larson Financial Group’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
2026 Q2	$25.9K	Buy	139 +1	+0.7%	+$182	﹤0.01%	1855
2026 Q1	$23.7K	Buy	138 +3	+2%	+$529	﹤0.01%	1751
2025 Q4	$23.5K	Buy	135 +5	+4%	+$862	﹤0.01%	1621
2025 Q3	$22.2K	Hold	130	–	–	﹤0.01%	1578
2025 Q2	$21.2K	Buy	130 +1	+0.8%	+$156	﹤0.01%	1466
2025 Q1	$20.2K	Buy	+129	New	+$20.5K	﹤0.01%	1363

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWA

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

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 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

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

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Larson Financial Group's QUS Position: Q2 2026 in Review

Larson Financial Group increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.72% in Q2 2026, buying an estimated $182 and bringing the position to 139 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Larson Financial Group first reported a position in QUS in Q1 2025 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Larson Financial Group held 139 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $25.9K as of Q2 2026.
Larson Financial Group bought 1 State Street SPDR MSCI USA StrategicFactors ETF share in Q2 2026, an estimated $182.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1855 holding.
Larson Financial Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2025 and has held it in 6 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.