Wechter Feldman Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Wechter Feldman Wealth Management’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
2020 Q1	–	Sell	-11,403	Closed	-$1.08M	–	23
2019 Q4	$1.08M	Sell	11,403 -2,048	-15%	-$187K	0.72%	18
2019 Q3	$1.19M	Buy	13,451 +1,385	+11%	+$121K	0.75%	19
2019 Q2	$1.04M	Sell	12,066 -374	-3%	-$31.7K	0.69%	19
2019 Q1	$1.03M	Buy	12,440 +3,855	+45%	+$305K	0.68%	19
2018 Q4	$626K	Buy	8,585 +205	+2%	+$16.1K	0.6%	20
2018 Q3	$700K	Buy	8,380 +3,358	+67%	+$274K	0.43%	25
2018 Q2	$390K	Buy	+5,022	New	+$388K	0.27%	26

Other funds holding QUS

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return