Simplicity Solutions’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Simplicity Solutions’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
2020 Q4	–	Sell	-2,364	Closed	-$224K	–	977
2020 Q3	$224K	Sell	2,364 -121,736	-98%	-$11.4M	﹤0.01%	795
2020 Q2	$11M	Buy	+124,100	New	+$10.6M	0.22%	100
2020 Q1	–	Sell	-33,888	Closed	-$3.21M	–	870
2019 Q4	$3.21M	Buy	+33,888	New	+$3.1M	0.1%	172

Other funds holding QUS

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

AFG

Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 1-Year Est. Return

Simplicity Solutions's QUS Position: Q4 2020 in Review

Simplicity Solutions sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2020, closing a stake of 2,364 shares — an estimated $224K sold.

Simplicity Solutions first reported a position in QUS in Q4 2019 and held it in 3 quarters. The position peaked at $11M in Q2 2020. 96 funds tracked by Wall St. Rank hold QUS as of Q4 2020.

Simplicity Solutions reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2020 after selling out during the quarter.
Simplicity Solutions sold 2,364 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2020, an estimated $224K.
Simplicity Solutions first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2019 and held it in 3 quarters.
Simplicity Solutions's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $11M in Q2 2020.
96 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.