Root Financial Partners’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Root Financial Partners’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 Q3	$190	Buy	+1	New	+$192	﹤0.01%	3522

Other funds holding QUS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

McKinney Capital Management Houston, Texas $254M AUM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Root Financial Partners's QUS Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q3 2026: 1 share worth $190. The stake represents ﹤0.01% of the portfolio and ranks #3522 among its holdings.

135 funds tracked by Wall St. Rank hold QUS as of Q3 2026.

Root Financial Partners held 1 share of State Street SPDR MSCI USA StrategicFactors ETF worth $190 as of Q3 2026.
State Street SPDR MSCI USA StrategicFactors ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3522 holding.
135 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.