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

Wealthquest’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
2019
Q4 		$291K Sell
3,080
-193
-6% -$17.6K 0.08% 104
2019
Q3 		$290K Buy
+3,273
New +$287K 0.1% 104

Other funds holding QUS

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $170M AUM 21.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Wealthquest's QUS Position: Q4 2019 in Review

Wealthquest reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 5.9% in Q4 2019, selling an estimated $17.6K and leaving 3,080 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #104.

Wealthquest first reported a position in QUS in Q3 2019 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold QUS as of Q4 2019.

  • Wealthquest held 3,080 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $291K as of Q4 2019.
  • Wealthquest sold 193 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2019, an estimated $17.6K.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 0.08% of Wealthquest's portfolio in Q4 2019, its #104 holding.
  • Wealthquest first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2019 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2019.

Based on Wealthquest's 13F filing for Q4 2019, filed 18 Feb 2020.