SFP
QUS icon

Strategic Financial Partners’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Strategic Financial Partners’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
Q1 		$3.66M Buy
21,318
+9,475
+80% +$1.67M 1.58% 14
2025
Q4 		$2.06M Buy
11,843
+1,032
+10% +$178K 0.89% 25
2025
Q3 		$1.85M Buy
10,811
+227
+2% +$37.7K 0.85% 26
2025
Q2 		$1.73M Buy
+10,584
New +$1.65M 0.8% 26
2024
Q3 		– Sell
-1,539
Closed -$227K – 69
2024
Q2 		$227K Sell
1,539
-85
-5% -$12.2K 0.12% 62
2024
Q1 		$237K Hold
1,624
– – 0.13% 66
2023
Q4 		$215K Buy
+1,624
New +$203K 0.12% 67
2022
Q2 		– Sell
-1,604
Closed -$200K – 69
2022
Q1 		$200K Hold
1,604
– – 0.1% 69
2021
Q4 		$210K Buy
+1,604
New +$203K 0.1% 68

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PIA
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PAG
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Ameriprise
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SMA
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Morgan Stanley
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