SFA
QUS icon

Sequoia Financial Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Sequoia Financial Advisors’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
Q1 		$218K Hold
1,272
– – ﹤0.01% 1743
2025
Q4 		$222K Hold
1,272
– – ﹤0.01% 1748
2025
Q3 		$218K Hold
1,272
– – ﹤0.01% 1589
2025
Q2 		$207K Sell
1,272
-188
-13% -$29.3K ﹤0.01% 1467
2025
Q1 		$229K Hold
1,460
– – ﹤0.01% 1199
2024
Q4 		$226K Hold
1,460
– – ﹤0.01% 1167
2024
Q3 		$230K Hold
1,460
– – ﹤0.01% 1105
2024
Q2 		$215K Hold
1,460
– – ﹤0.01% 1069
2024
Q1 		$213K Sell
1,460
-423
-22% -$58.6K ﹤0.01% 1031
2023
Q4 		$249K Buy
+1,883
New +$236K ﹤0.01% 1010

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PIA
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PAG
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Bank of America
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Envestnet Asset Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SMA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return