Sound Income Strategies’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Sound Income Strategies’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
2024 Q1	–	Sell	-55	Closed	-$7.27K	–	1427
2023 Q4	$7.27K	Hold	55	–	–	﹤0.01%	807
2023 Q3	$6.64K	Hold	55	–	–	﹤0.01%	682
2023 Q2	$6.76K	Buy	+55	New	+$6.49K	﹤0.01%	673

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

SMA

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

SMM

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

Sound Income Strategies's QUS Position: Q1 2024 in Review

Sound Income Strategies sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2024, closing a stake of 55 shares — an estimated $7.27K sold.

Sound Income Strategies first reported a position in QUS in Q2 2023 and held it in 3 quarters. The position peaked at $7.27K in Q4 2023. 158 funds tracked by Wall St. Rank hold QUS as of Q1 2024.

Sound Income Strategies reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2024 after selling out during the quarter.
Sound Income Strategies sold 55 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2024, an estimated $7.27K.
Sound Income Strategies first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2023 and held it in 3 quarters.
Sound Income Strategies's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $7.27K in Q4 2023.
158 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2024.

Based on Sound Income Strategies's 13F filing for Q1 2024, filed 15 Apr 2024.