Accel Wealth Management’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Accel Wealth Management’s Portfolio OUSA Stock Details OUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-846	Closed	-$35.7K	–	648
2023 Q1	$35.7K	Hold	846	–	–	0.01%	561
2022 Q4	$35K	Hold	846	–	–	0.02%	424
2022 Q3	$33K	Hold	846	–	–	0.02%	447
2022 Q2	$35K	Hold	846	–	–	0.02%	419
2022 Q1	$37K	Hold	846	–	–	0.02%	428
2021 Q4	$39K	Buy	846 +280	+49%	+$12.4K	0.02%	427
2021 Q3	$24K	Sell	566 -280	-33%	-$12.1K	0.02%	466
2021 Q2	$36K	Hold	846	–	–	0.02%	403
2021 Q1	$34K	Hold	846	–	–	0.03%	391
2020 Q4	$32K	Buy	+846	New	+$31.4K	0.03%	394

Other funds holding OUSA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Accel Wealth Management's OUSA Position: Q2 2023 in Review

Accel Wealth Management sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2023, closing a stake of 846 shares — an estimated $35.7K sold.

Accel Wealth Management first reported a position in OUSA in Q4 2020 and held it in 10 quarters. The position peaked at $39K in Q4 2021. 103 funds tracked by Wall St. Rank hold OUSA as of Q2 2023.

Accel Wealth Management reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 846 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2023, an estimated $35.7K.
Accel Wealth Management first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $39K in Q4 2021.
103 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.