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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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