USAQ - QHSLab
USAQ is a company, not a closed-end fund. We still track it - notices about it are below - but most of this site is about funds.
Is anyone targeting this fund?
Yes - 2 large investors hold a stake, but none of them has asked for changes.
- Jeremy L. Smollar Irrevocable Trust dtd 2/13/2023 owns 7.4% as a passive investor. On file since Sept 17, 2026.
- Justin B. Smollar Irrevocable Trust dtd 2/13/2023 owns 7.4% as a passive investor. On file since Sept 10, 2026.
What this means for you
One or more large investors own more than 5% of this company but have told the regulator they are not seeking changes. That is common for banks, brokers and index funds that hold shares for their clients.
Nothing is required of you. If an investor changes its mind, it must file a new notice within days, and it will show up here.
What happened, and when
-
Sept 17, 2026
Jeremy L. Smollar Irrevocable Trust dtd 2/13/2023 now owns 7.4%, as a passive investor.
Original document → -
Sept 10, 2026
Justin B. Smollar Irrevocable Trust dtd 2/13/2023 now owns 7.4%, as a passive investor.
Original document →
Details: all notices, events and fund facts
| Date | Investor | Stake | Type of notice |
|---|---|---|---|
| Sept 17, 2026 | Jeremy L. Smollar Irrevocable Trust dtd 2/13/2023 | 7.4% | Passive investor |
| Sept 10, 2026 | Justin B. Smollar Irrevocable Trust dtd 2/13/2023 | 7.4% | Passive investor |
No announcements from the fund on file. Most funds announce their payout on their own website, not in a filing with the regulator, so a cut or a raise there does not show up here.
- Run by
- not filed yet
- Fund family
- not filed yet
- Exchange
- over the counter
See this fund's page at the SEC →
Email me when something new is filed for USAQ
Free. One email per notice or announcement, usually within a day. No password. Most funds announce payout changes on their own website, where we do not look.