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

Opulen 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	$636K	Buy	3,402 +18	+0.5%	+$3.28K	0.4%	56
2026 Q1	$581K	Hold	3,384	–	–	0.41%	50
2025 Q4	$589K	Buy	3,384 +28	+0.8%	+$4.83K	0.43%	52
2025 Q3	$575K	Hold	3,356	–	–	0.44%	50
2025 Q2	$547K	Buy	3,356 +8	+0.2%	+$1.25K	0.45%	51
2025 Q1	$525K	Hold	3,348	–	–	0.48%	47
2024 Q4	$518K	Buy	+3,348	New	+$534K	0.47%	46

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

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

Opulen Financial Group increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.53% in Q2 2026, buying an estimated $3.28K and bringing the position to 3,402 shares worth $636K. The position accounts for 0.4% of the portfolio, ranked #56.

Opulen Financial Group first reported a position in QUS in Q4 2024 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Opulen Financial Group held 3,402 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $636K as of Q2 2026.
Opulen Financial Group bought 18 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $3.28K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.4% of Opulen Financial Group's portfolio in Q2 2026, its #56 holding.
Opulen Financial Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2024 and has held it in 7 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.