LAS
QUS icon

Lloyd Advisory Services’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Lloyd Advisory 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
2020
Q3 		– Sell
-43
Closed -$4K – 370
2020
Q2 		$4K Buy
+43
New +$3.67K ﹤0.01% 233

Other funds holding QUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
AFG
Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM

Lloyd Advisory Services's QUS Position: Q3 2020 in Review

Lloyd Advisory Services sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q3 2020, closing a stake of 43 shares — an estimated $4K sold.

Lloyd Advisory Services first reported a position in QUS in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 94 funds tracked by Wall St. Rank hold QUS as of Q3 2020.

  • Lloyd Advisory Services reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q3 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 43 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2020, an estimated $4K.
  • Lloyd Advisory Services first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2020 and held it in 1 quarter.
  • Lloyd Advisory Services's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $4K in Q2 2020.
  • 94 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2020.

Based on Lloyd Advisory Services's 13F filing for Q3 2020, filed 28 Oct 2020.