Long Run Wealth Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Long Run Wealth Advisors’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
2024 Q2	–	Sell	-1,500	Closed	-$218K	–	104
2024 Q1	$218K	Buy	+1,500	New	+$208K	0.06%	91
2022 Q3	–	Sell	-26,843	Closed	-$2.9M	–	100
2022 Q2	$2.9M	Buy	26,843 +24	+0.1%	+$2.77K	1.12%	24
2022 Q1	$3.34M	Sell	26,819 -758	-3%	-$93K	1.17%	25
2021 Q4	$3.61M	Buy	+27,577	New	+$3.48M	1.25%	24

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

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

PAG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

SMA

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

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

Long Run Wealth Advisors's QUS Position: Q2 2024 in Review

Long Run Wealth Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2024, closing a stake of 1,500 shares — an estimated $218K sold.

Long Run Wealth Advisors first reported a position in QUS in Q4 2021 and held it in 4 quarters. The position peaked at $3.61M in Q4 2021. 155 funds tracked by Wall St. Rank hold QUS as of Q2 2024.

Long Run Wealth Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q2 2024 after selling out during the quarter.
Long Run Wealth Advisors sold 1,500 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2024, an estimated $218K.
Long Run Wealth Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2021 and held it in 4 quarters.
Long Run Wealth Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $3.61M in Q4 2021.
155 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2024.

Based on Long Run Wealth Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.