MA
QUS icon

Mutual Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Mutual 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
2021
Q1 		– Sell
-5,217
Closed -$545K – 817
2020
Q4 		$545K Buy
5,217
+1,092
+26% +$109K 0.04% 445
2020
Q3 		$390K Sell
4,125
-37
-0.9% -$3.46K 0.03% 479
2020
Q2 		$368K Buy
4,162
+1,358
+48% +$116K 0.04% 458
2020
Q1 		$214K Buy
2,804
+336
+14% +$30.2K 0.03% 485
2019
Q4 		$234K Buy
+2,468
New +$226K 0.02% 529
2019
Q3 		– Sell
-15,519
Closed -$1.34M – 589
2019
Q2 		$1.34M Buy
15,519
+420
+3% +$35.6K 0.17% 144
2019
Q1 		$1.25M Buy
15,099
+1,000
+7% +$79.2K 0.19% 133
2018
Q4 		$1.03M Sell
14,099
-283
-2% -$22.2K 0.2% 125
2018
Q3 		$1.2M Buy
14,382
+10,653
+286% +$870K 0.18% 140
2018
Q2 		$290K Buy
3,729
+942
+34% +$72.8K 0.07% 333
2018
Q1 		$213K Buy
+2,787
New +$218K 0.05% 366

Other funds holding QUS

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
AFG
Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 1-Year Est. Return