Valley National Advisers’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Valley National Advisers’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	-1,168	Closed	-$154K	–	1278
2023 Q4	$154K	Buy	+1,168	New	+$146K	0.02%	260

Other funds holding QUS

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

Valley National Advisers's QUS Position: Q1 2024 in Review

Valley National Advisers sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2024, closing a stake of 1,168 shares — an estimated $154K sold.

Valley National Advisers first reported a position in QUS in Q4 2023 and held it in 1 quarter. The position peaked at $154K in Q4 2023. 158 funds tracked by Wall St. Rank hold QUS as of Q1 2024.

Valley National Advisers reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2024 after selling out during the quarter.
Valley National Advisers sold 1,168 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2024, an estimated $154K.
Valley National Advisers first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2023 and held it in 1 quarter.
Valley National Advisers's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $154K in Q4 2023.
158 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2024.

Based on Valley National Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.