Stonehearth Capital Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Stonehearth Capital Management’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
2019 Q4	–	Sell	-5,717	Closed	-$507K	–	62
2019 Q3	$507K	Buy	5,717 +291	+5%	+$25.5K	0.37%	34
2019 Q2	$467K	Buy	5,426 +492	+10%	+$41.7K	0.34%	33
2019 Q1	$410K	Buy	4,934 +184	+4%	+$14.6K	0.31%	34
2018 Q4	$346K	Buy	4,750 +1,071	+29%	+$84.1K	0.29%	33
2018 Q3	$307K	Buy	3,679 +674	+22%	+$55K	0.23%	34
2018 Q2	$234K	Buy	+3,005	New	+$232K	0.18%	35

Other funds holding QUS

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

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return

Envestnet Asset Management

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

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return