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 Q2	$238K	Hold	1,272	–	–	﹤0.01%	1854
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

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

Sequoia Financial Advisors's QUS Position: Q2 2026 in Review

Sequoia Financial Advisors held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 1,272 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Sequoia Financial Advisors first reported a position in QUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $249K in Q4 2023. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Sequoia Financial Advisors held 1,272 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $238K as of Q2 2026.
Sequoia Financial Advisors 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 Sequoia Financial Advisors's portfolio in Q2 2026, its #1854 holding.
Sequoia Financial Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2023 and has held it in 11 quarters since.
Sequoia Financial Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $249K in Q4 2023.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.