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

United Capital Financial 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
2020 Q4	–	Sell	-12,081	Closed	-$1.14M	–	1222
2020 Q3	$1.14M	Buy	12,081 +60	+0.5%	+$5.61K	0.01%	623
2020 Q2	$1.06M	Sell	12,021 -277	-2%	-$23.6K	0.01%	648
2020 Q1	$939K	Sell	12,298 -147	-1%	-$13.2K	0.01%	650
2019 Q4	$1.18M	Sell	12,445 -175	-1%	-$16K	0.01%	723
2019 Q3	$1.12M	Sell	12,620 -662	-5%	-$58K	0.01%	714
2019 Q2	$1.14M	Buy	13,282 +2,234	+20%	+$189K	0.01%	770
2019 Q1	$919K	Sell	11,048 -2,215	-17%	-$176K	0.01%	796
2018 Q4	$967K	Buy	+13,263	New	+$1.04M	0.01%	726

Other funds holding QUS

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 1-Year Est. Return