WAP
QUS icon

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

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MAM
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PRRFG
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FHB
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MFN
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SHJ
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VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SWM
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HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return