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

VestGen 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
2026 Q2	$762K	Sell	4,077 -80	-2%	-$14.6K	0.02%	527
2026 Q1	$761K	Buy	4,157 +648	+18%	+$114K	0.02%	527
2025 Q4	$611K	Sell	3,509 -1,703	-33%	-$294K	0.03%	441
2025 Q3	$892K	Buy	5,212 +45	+0.9%	+$7.47K	0.03%	385
2025 Q2	$846K	Buy	5,167 +1,464	+40%	+$228K	0.03%	352
2025 Q1	$580K	Buy	+3,703	New	+$588K	0.03%	367

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

VestGen Advisors's QUS Position: Q2 2026 in Review

VestGen Advisors reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 1.9% in Q2 2026, selling an estimated $14.6K and leaving 4,077 shares worth $762K. The position accounts for 0.02% of the portfolio, ranked #527.

VestGen Advisors first reported a position in QUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $892K in Q3 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

VestGen Advisors held 4,077 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $762K as of Q2 2026.
VestGen Advisors sold 80 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $14.6K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #527 holding.
VestGen Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $892K in Q3 2025.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.