Tower View Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Tower View Wealth 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
2026 Q2	$11.4K	Hold	61	–	–	0.01%	149
2026 Q1	$10.4K	Hold	61	–	–	0.01%	146
2025 Q4	$10.6K	Buy	61 +1	+2%	+$172	0.01%	131
2025 Q3	$10.3K	Hold	60	–	–	0.01%	128
2025 Q2	$9.85K	Sell	60 -74	-55%	-$11.5K	0.01%	143
2025 Q1	$21K	Buy	+134	New	+$21.3K	0.01%	101
2023 Q1	–	Sell	-65	Closed	-$7K	–	161
2022 Q4	$7K	Hold	65	–	–	﹤0.01%	129
2022 Q3	$7K	Hold	65	–	–	0.01%	130
2022 Q2	$7K	Buy	+65	New	+$7.5K	0.01%	128

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Tower View Wealth Management's QUS Position: Q2 2026 in Review

Tower View Wealth Management held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 61 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #149.

Tower View Wealth Management first reported a position in QUS in Q2 2022 and has held it in 9 quarters since. The position peaked at $21K in Q1 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Tower View Wealth Management held 61 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $11.4K as of Q2 2026.
Tower View Wealth Management left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #149 holding.
Tower View Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2022 and has held it in 9 quarters since.
Tower View Wealth Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $21K in Q1 2025.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.