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Trifecta Capital Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Trifecta Capital Advisors’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
-50
Closed -$6.61K – 435
2023
Q4 		$6.61K Buy
+50
New +$6.25K ﹤0.01% 230

Other funds holding QUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Trifecta Capital Advisors's QUS Position: Q1 2024 in Review

Trifecta Capital Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2024, closing a stake of 50 shares — an estimated $6.61K sold.

Trifecta Capital Advisors first reported a position in QUS in Q4 2023 and held it in 1 quarter. The position peaked at $6.61K in Q4 2023. 158 funds tracked by Wall St. Rank hold QUS as of Q1 2024.

  • Trifecta Capital Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 50 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2024, an estimated $6.61K.
  • Trifecta Capital Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2023 and held it in 1 quarter.
  • Trifecta Capital Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $6.61K in Q4 2023.
  • 158 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2024.

Based on Trifecta Capital Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.