Tyche Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Tyche Wealth Partners’s Portfolio QUAL Stock Details QUAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.48M	Sell	15,837 -3,799	-19%	-$797K	0.49%	48
2026 Q1	$3.77M	Buy	19,636 +447	+2%	+$89.6K	0.58%	39
2025 Q4	$3.81M	Sell	19,189 -1,006	-5%	-$198K	0.61%	38
2025 Q3	$3.93M	Buy	20,195 +6,095	+43%	+$1.14M	0.69%	32
2025 Q2	$2.58M	Buy	14,100 +8,633	+158%	+$1.49M	0.52%	45
2025 Q1	$934K	Buy	5,467 +1,537	+39%	+$275K	0.2%	79
2024 Q4	$700K	Buy	3,930 +25	+0.6%	+$4.54K	0.15%	114
2024 Q3	$700K	Buy	3,905 +201	+5%	+$34.9K	0.16%	96
2024 Q2	$632K	Hold	3,704	–	–	0.15%	104
2024 Q1	$609K	Sell	3,704 -3,306	-47%	-$516K	0.15%	115
2023 Q4	$1.03M	Buy	+7,010	New	+$970K	0.25%	76

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tyche Wealth Partners's QUAL Position: Q2 2026 in Review

Tyche Wealth Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 19% in Q2 2026, selling an estimated $797K and leaving 15,837 shares worth $3.48M. The position accounts for 0.49% of the portfolio, ranked #48.

Tyche Wealth Partners first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.93M in Q3 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Tyche Wealth Partners held 15,837 shares of iShares MSCI USA Quality Factor ETF worth $3.48M as of Q2 2026.
Tyche Wealth Partners sold 3,799 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $797K.
iShares MSCI USA Quality Factor ETF made up 0.49% of Tyche Wealth Partners's portfolio in Q2 2026, its #48 holding.
Tyche Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
Tyche Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $3.93M in Q3 2025.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.