Riverpoint Wealth Management Holdings’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Riverpoint Wealth Management Holdings’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	$1.53M	Buy	8,196 +45	+0.6%	+$8.2K	0.28%	29
2026 Q1	$1.4M	Sell	8,151 -620	-7%	-$109K	0.3%	29
2025 Q4	$1.53M	Buy	8,771 +71	+0.8%	+$12.2K	0.33%	25
2025 Q3	$1.49M	Sell	8,700 -730	-8%	-$121K	0.33%	25
2025 Q2	$1.54M	Sell	9,430 -219	-2%	-$34.1K	0.36%	24
2025 Q1	$1.51M	Hold	9,649	–	–	0.39%	23
2024 Q4	$1.49M	Buy	9,649 +82	+0.9%	+$13.1K	0.39%	24
2024 Q3	$1.51M	Sell	9,567 -532	-5%	-$80.8K	0.39%	25
2024 Q2	$1.49M	Buy	10,099 +67	+0.7%	+$9.65K	0.41%	24
2024 Q1	$1.46M	Hold	10,032	–	–	0.41%	25
2023 Q4	$1.33M	Buy	+10,032	New	+$1.25M	0.39%	24
2023 Q1	–	Sell	-3,318	Closed	-$366K	–	99
2022 Q4	$366K	Buy	+3,318	New	+$365K	0.14%	36
2022 Q2	–	Sell	-6,716	Closed	-$837K	–	46
2022 Q1	$837K	Buy	+6,716	New	+$824K	0.29%	25

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

Riverpoint Wealth Management Holdings's QUS Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.55% in Q2 2026, buying an estimated $8.2K and bringing the position to 8,196 shares worth $1.53M. The position accounts for 0.28% of the portfolio, ranked #29.

Riverpoint Wealth Management Holdings first reported a position in QUS in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.54M in Q2 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Riverpoint Wealth Management Holdings held 8,196 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $1.53M as of Q2 2026.
Riverpoint Wealth Management Holdings bought 45 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $8.2K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.28% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #29 holding.
Riverpoint Wealth Management Holdings first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2022 and has held it in 13 quarters since.
Riverpoint Wealth Management Holdings's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $1.54M in Q2 2025.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.