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

Pinnacle Family 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
2026
Q2 		$248K Buy
1,325
+29
+2% +$5.28K 0.1% 138
2026
Q1 		$222K Buy
1,296
+2
+0.2% +$353 0.1% 129
2025
Q4 		$225K Buy
+1,294
New +$223K 0.1% 131

Other funds holding QUS

Focus Partners Wealth
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
BW
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

Pinnacle Family Advisors's QUS Position: Q2 2026 in Review

Pinnacle Family Advisors increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 2.2% in Q2 2026, buying an estimated $5.28K and bringing the position to 1,325 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #138.

Pinnacle Family Advisors first reported a position in QUS in Q4 2025 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • Pinnacle Family Advisors held 1,325 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $248K as of Q2 2026.
  • Pinnacle Family Advisors bought 29 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $5.28K.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 0.1% of Pinnacle Family Advisors's portfolio in Q2 2026, its #138 holding.
  • Pinnacle Family Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2025 and has held it in 3 quarters since.
  • 192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.