Synergy Asset Management’s VistaShares Target 15 USA Quality Income ETF QUSA Stock Holding History

Synergy Asset Management’s Portfolio QUSA Stock Details QUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$218K	Buy	11,642 +1,619	+16%	+$29.7K	0.02%	251
2026 Q1	$172K	Buy	+10,023	New	+$181K	0.02%	247

Other funds holding QUSA

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Synergy Asset Management's QUSA Position: Q2 2026 in Review

Synergy Asset Management increased its VistaShares Target 15 USA Quality Income ETF (QUSA) stake by 16% in Q2 2026, buying an estimated $29.7K and bringing the position to 11,642 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #251.

Synergy Asset Management first reported a position in QUSA in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold QUSA as of Q2 2026.

Synergy Asset Management held 11,642 shares of VistaShares Target 15 USA Quality Income ETF worth $218K as of Q2 2026.
Synergy Asset Management bought 1,619 VistaShares Target 15 USA Quality Income ETF shares in Q2 2026, an estimated $29.7K.
VistaShares Target 15 USA Quality Income ETF made up 0.02% of Synergy Asset Management's portfolio in Q2 2026, its #251 holding.
Synergy Asset Management first reported a position in VistaShares Target 15 USA Quality Income ETF in Q1 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held VistaShares Target 15 USA Quality Income ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.