Snowden Capital Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Snowden Capital 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
2022 Q1	–	Sell	-1,120	Closed	-$146K	–	1834
2021 Q4	$146K	Buy	+1,120	New	+$142K	0.01%	737
2020 Q3	–	Sell	-95,703	Closed	-$8.45M	–	599
2020 Q2	$8.45M	Sell	95,703 -952	-1%	-$81.2K	0.73%	18
2020 Q1	$7.38M	Buy	96,655 +106	+0.1%	+$9.54K	0.81%	19
2019 Q4	$9.14M	Buy	96,549 +10,612	+12%	+$970K	0.81%	16
2019 Q3	$7.63M	Buy	85,937 +7,194	+9%	+$630K	0.77%	20
2019 Q2	$6.78M	Buy	78,743 +8,613	+12%	+$729K	0.7%	24
2019 Q1	$5.83M	Buy	+70,130	New	+$5.56M	0.64%	29

Other funds holding QUS

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

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return