Raleigh Capital Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Raleigh Capital Management’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
2023 Q4	–	Sell	-387	Closed	-$46.7K	–	1169
2023 Q3	$46.7K	Hold	387	–	–	0.02%	267
2023 Q2	$47.6K	Buy	387 +164	+74%	+$19.4K	0.02%	248
2023 Q1	$25.9K	Sell	223 -4,384	-95%	-$497K	0.01%	329
2022 Q4	$508K	Sell	4,607 -35	-0.8%	-$3.85K	0.26%	102
2022 Q3	$471K	Sell	4,642 -48	-1%	-$5.38K	0.28%	103
2022 Q2	$507K	Sell	4,690 -16	-0.3%	-$1.85K	0.29%	99
2022 Q1	$586K	Sell	4,706 -30	-0.6%	-$3.68K	0.32%	92
2021 Q4	$619K	Buy	+4,736	New	+$598K	0.63%	48

Other funds holding QUS

Focus Partners Wealth

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

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return