Rothschild Investment LLC’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Rothschild Investment LLC’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	$21.7K	Hold	116	–	–	﹤0.01%	1525
2026 Q1	$19.9K	Hold	116	–	–	﹤0.01%	1412
2025 Q4	$20.2K	Hold	116	–	–	﹤0.01%	1315
2025 Q3	$19.9K	Hold	116	–	–	﹤0.01%	1232
2025 Q2	$18.9K	Hold	116	–	–	﹤0.01%	1031
2025 Q1	$18.2K	Hold	116	–	–	﹤0.01%	1025
2024 Q4	$18K	Hold	116	–	–	﹤0.01%	1029
2024 Q3	$18.3K	Hold	116	–	–	﹤0.01%	1015
2024 Q2	$17.1K	Hold	116	–	–	﹤0.01%	1000
2024 Q1	$16.9K	Hold	116	–	–	﹤0.01%	961
2023 Q4	$15.3K	Buy	+116	New	+$14.5K	﹤0.01%	920

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MCM

McKinney Capital Management Houston, Texas $254M AUM

Rothschild Investment LLC's QUS Position: Q2 2026 in Review

Rothschild Investment LLC held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 116 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Rothschild Investment LLC first reported a position in QUS in Q4 2023 and has held it in 11 quarters since. 179 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Rothschild Investment LLC held 116 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $21.7K as of Q2 2026.
Rothschild Investment LLC left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1525 holding.
Rothschild Investment LLC first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2023 and has held it in 11 quarters since.
179 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.