Wealth Enhancement Advisory Services’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Wealth Enhancement Advisory Services’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	$2.37M	Sell	12,523 -20,975	-63%	-$3.82M	﹤0.01%	1468
2026 Q1	$5.79M	Sell	33,498 -16,352	-33%	-$2.89M	0.01%	836
2025 Q4	$8.82M	Sell	49,850 -626	-1%	-$108K	0.01%	743
2025 Q3	$8.68M	Sell	50,476 -63,427	-56%	-$10.5M	0.01%	713
2025 Q2	$18.7M	Sell	113,903 -18,167	-14%	-$2.83M	0.03%	438
2025 Q1	$20.7M	Buy	132,070 +4,007	+3%	+$636K	0.04%	388
2024 Q4	$19.8M	Buy	128,063 +3,660	+3%	+$583K	0.04%	373
2024 Q3	$19.6M	Buy	124,403 +2,151	+2%	+$327K	0.04%	355
2024 Q2	$18M	Buy	122,252 +119,741	+4,769%	+$17.2M	0.04%	349
2024 Q1	$366K	Sell	2,511 -692	-22%	-$95.8K	﹤0.01%	1786
2023 Q4	$423K	Sell	3,203 -883	-22%	-$110K	﹤0.01%	1616
2023 Q3	$493K	Buy	+4,086	New	+$507K	﹤0.01%	1428
2022 Q3	–	Sell	-3,624	Closed	-$401K	–	374
2022 Q2	$401K	Buy	+3,624	New	+$418K	0.01%	293

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

Wealth Enhancement Advisory Services's QUS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 63% in Q2 2026, selling an estimated $3.82M and leaving 12,523 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Wealth Enhancement Advisory Services first reported a position in QUS in Q2 2022 and has held it in 13 quarters since. The position peaked at $20.7M in Q1 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Wealth Enhancement Advisory Services held 12,523 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $2.37M as of Q2 2026.
Wealth Enhancement Advisory Services sold 20,975 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $3.82M.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1468 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2022 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $20.7M in Q1 2025.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.