Prosperity Consulting Group’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Prosperity Consulting 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	$439K	Buy	2,350 +2	+0.1%	+$364	0.02%	416
2026 Q1	$403K	Buy	2,348 +261	+13%	+$46.1K	0.02%	383
2025 Q4	$364K	Sell	2,087 -255	-11%	-$44K	0.02%	406
2025 Q3	$401K	Hold	2,342	–	–	0.02%	367
2025 Q2	$382K	Buy	2,342 +164	+8%	+$25.5K	0.03%	338
2025 Q1	$341K	Hold	2,178	–	–	0.03%	349
2024 Q4	$337K	Buy	2,178 +41	+2%	+$6.54K	0.03%	360
2024 Q3	$337K	Buy	+2,137	New	+$325K	0.03%	358

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

Prosperity Consulting Group's QUS Position: Q2 2026 in Review

Prosperity Consulting Group increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.09% in Q2 2026, buying an estimated $364 and bringing the position to 2,350 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #416.

Prosperity Consulting Group first reported a position in QUS in Q3 2024 and has held it in 8 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Prosperity Consulting Group held 2,350 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $439K as of Q2 2026.
Prosperity Consulting Group bought 2 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $364.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.02% of Prosperity Consulting Group's portfolio in Q2 2026, its #416 holding.
Prosperity Consulting Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2024 and has held it in 8 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.