Wealthcare Advisory Partners’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Wealthcare Advisory Partners’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	$370K	Hold	1,979	–	–	0.01%	803
2026 Q1	$340K	Sell	1,979 -459	-19%	-$81K	0.01%	827
2025 Q4	$425K	Hold	2,438	–	–	0.01%	749
2025 Q3	$417K	Sell	2,438 -70	-3%	-$11.6K	0.01%	726
2025 Q2	$409K	Hold	2,508	–	–	0.01%	697
2025 Q1	$393K	Hold	2,508	–	–	0.01%	647
2024 Q4	$388K	Sell	2,508 -26	-1%	-$4.14K	0.01%	633
2024 Q3	$399K	Hold	2,534	–	–	0.01%	626
2024 Q2	$374K	Buy	2,534 +165	+7%	+$23.8K	0.01%	604
2024 Q1	$345K	Sell	2,369 -3,256	-58%	-$451K	0.01%	630
2023 Q4	$743K	Sell	5,625 -183	-3%	-$22.9K	0.03%	396
2023 Q3	$701K	Sell	5,808 -273	-4%	-$33.9K	0.03%	353
2023 Q2	$748K	Sell	6,081 -392	-6%	-$46.3K	0.03%	357
2023 Q1	$750K	Buy	6,473 +933	+17%	+$106K	0.03%	359
2022 Q4	$611K	Buy	+5,540	New	+$609K	0.03%	372
2021 Q2	–	Sell	-6	Closed	-$1K	–	1549
2021 Q1	$1K	Buy	+6	New	+$643	﹤0.01%	2003

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

Wealthcare Advisory Partners's QUS Position: Q2 2026 in Review

Wealthcare Advisory Partners held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 1,979 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #803.

Wealthcare Advisory Partners first reported a position in QUS in Q1 2021 and has held it in 16 quarters since. The position peaked at $750K in Q1 2023. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Wealthcare Advisory Partners held 1,979 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $370K as of Q2 2026.
Wealthcare Advisory Partners left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #803 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2021 and has held it in 16 quarters since.
Wealthcare Advisory Partners's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $750K in Q1 2023.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.