Lynx Investment Advisory’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Lynx Investment Advisory’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	$253K	Sell	1,352 -142	-10%	-$25.9K	0.08%	202
2026 Q1	$256K	Sell	1,494 -432	-22%	-$76.2K	0.12%	157
2025 Q4	$335K	Buy	1,926 +16	+0.8%	+$2.76K	0.18%	122
2025 Q3	$327K	Hold	1,910	–	–	0.2%	114
2025 Q2	$312K	Buy	1,910 +11	+0.6%	+$1.71K	0.2%	109
2025 Q1	$298K	Hold	1,899	–	–	0.2%	114
2024 Q4	$294K	Buy	1,899 +16	+0.8%	+$2.55K	0.2%	118
2024 Q3	$297K	Hold	1,883	–	–	0.21%	107
2024 Q2	$278K	Buy	+1,883	New	+$271K	0.21%	103

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

Lynx Investment Advisory's QUS Position: Q2 2026 in Review

Lynx Investment Advisory reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 9.5% in Q2 2026, selling an estimated $25.9K and leaving 1,352 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #202.

Lynx Investment Advisory first reported a position in QUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $335K in Q4 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Lynx Investment Advisory held 1,352 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $253K as of Q2 2026.
Lynx Investment Advisory sold 142 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $25.9K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.08% of Lynx Investment Advisory's portfolio in Q2 2026, its #202 holding.
Lynx Investment Advisory first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2024 and has held it in 9 quarters since.
Lynx Investment Advisory's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $335K in Q4 2025.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.