PUREfi Wealth’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

PUREfi Wealth’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 Q1	$264K	Sell	1,540 -367	-19%	-$64.8K	0.17%	155
2025 Q4	$332K	Hold	1,907	–	–	0.25%	106
2025 Q3	$326K	Hold	1,907	–	–	0.25%	111
2025 Q2	$311K	Sell	1,907 -928	-33%	-$145K	0.25%	105
2025 Q1	$444K	Buy	+2,835	New	+$450K	0.44%	64

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PUREfi Wealth's QUS Position: Q1 2026 in Review

PUREfi Wealth reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 19% in Q1 2026, selling an estimated $64.8K and leaving 1,540 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #155.

PUREfi Wealth first reported a position in QUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $444K in Q1 2025. 188 funds tracked by Wall St. Rank hold QUS as of Q1 2026.

PUREfi Wealth held 1,540 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $264K as of Q1 2026.
PUREfi Wealth sold 367 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2026, an estimated $64.8K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.17% of PUREfi Wealth's portfolio in Q1 2026, its #155 holding.
PUREfi Wealth first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2025 and has held it in 5 quarters since.
PUREfi Wealth's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $444K in Q1 2025.
188 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.