AW
OEFA

ACG Wealth’s ALPS O'Shares International Developed Quality Dividend ETF OEFA Stock Holding History

ACG Wealth’s Portfolio OEFA Stock Details OEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-350
Closed -$8K – 767
2022
Q2 		$8K Buy
+350
New +$8.41K ﹤0.01% 725

Other funds holding OEFA

AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACG Wealth's OEFA Position: Q3 2022 in Review

ACG Wealth sold out of ALPS O'Shares International Developed Quality Dividend ETF (OEFA) in Q3 2022, closing a stake of 350 shares — an estimated $8K sold.

ACG Wealth first reported a position in OEFA in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 18 funds tracked by Wall St. Rank hold OEFA as of Q3 2022.

  • ACG Wealth reported no remaining ALPS O'Shares International Developed Quality Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 350 ALPS O'Shares International Developed Quality Dividend ETF shares in Q3 2022, an estimated $8K.
  • ACG Wealth first reported a position in ALPS O'Shares International Developed Quality Dividend ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's ALPS O'Shares International Developed Quality Dividend ETF position peaked at $8K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held ALPS O'Shares International Developed Quality Dividend ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.