Valtinson Bruner Financial Planning’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Valtinson Bruner Financial Planning’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	$647K	Buy	3,463 +11	+0.3%	+$2K	0.16%	75
2026 Q1	$592K	Hold	3,452	–	–	0.16%	71
2025 Q4	$601K	Buy	3,452 +17	+0.5%	+$2.93K	0.17%	68
2025 Q3	$588K	Hold	3,435	–	–	0.17%	70
2025 Q2	$560K	Buy	3,435 +12	+0.4%	+$1.87K	0.18%	71
2025 Q1	$536K	Hold	3,423	–	–	0.18%	69
2024 Q4	$530K	Sell	3,423 -23	-0.7%	-$3.67K	0.19%	81
2024 Q3	$543K	Hold	3,446	–	–	0.19%	83
2024 Q2	$508K	Hold	3,446	–	–	0.2%	79
2024 Q1	$502K	Hold	3,446	–	–	0.21%	74
2023 Q4	$455K	Sell	3,446 -89	-3%	-$11.1K	0.23%	80
2023 Q3	$427K	Hold	3,535	–	–	0.23%	79
2023 Q2	$435K	Hold	3,535	–	–	0.23%	78
2023 Q1	$410K	Hold	3,535	–	–	0.23%	78
2022 Q4	$396K	Hold	3,535	–	–	0.23%	80
2022 Q3	$359K	Hold	3,535	–	–	0.22%	71
2022 Q2	$382K	Sell	3,535 -123	-3%	-$14.2K	0.23%	65
2022 Q1	$449K	Sell	3,658 -279	-7%	-$34.2K	0.26%	64
2021 Q4	$514K	Hold	3,937	–	–	0.28%	60
2021 Q3	$493K	Hold	3,937	–	–	0.27%	58
2021 Q2	$483K	Hold	3,937	–	–	0.28%	57
2021 Q1	$455K	Sell	3,937 -104	-3%	-$11.2K	0.27%	54
2020 Q4	$428K	Hold	4,041	–	–	0.27%	55
2020 Q3	$377K	Hold	4,041	–	–	0.26%	56
2020 Q2	$381K	Sell	4,041 -3	-0.1%	-$256	0.27%	58
2020 Q1	$335K	Sell	4,044 -103	-2%	-$9.27K	0.27%	52
2019 Q4	$394K	Hold	4,147	–	–	0.28%	48
2019 Q3	$367K	Hold	4,147	–	–	0.3%	45
2019 Q2	$357K	Hold	4,147	–	–	0.3%	31
2019 Q1	$345K	Hold	4,147	–	–	0.3%	31
2018 Q4	$302K	Buy	+4,147	New	+$326K	0.32%	26

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

Valtinson Bruner Financial Planning's QUS Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.32% in Q2 2026, buying an estimated $2K and bringing the position to 3,463 shares worth $647K. The position accounts for 0.16% of the portfolio, ranked #75.

Valtinson Bruner Financial Planning first reported a position in QUS in Q4 2018 and has held it in 31 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Valtinson Bruner Financial Planning held 3,463 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $647K as of Q2 2026.
Valtinson Bruner Financial Planning bought 11 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $2K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.16% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #75 holding.
Valtinson Bruner Financial Planning first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2018 and has held it in 31 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.