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AGF Investments LLC’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

AGF Investments LLC’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
2020
Q1 		– Sell
-477
Closed -$17K – 640
2019
Q4 		$17K Buy
+477
New +$16.9K ﹤0.01% 456

Other funds holding OUSA

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

AGF Investments LLC's OUSA Position: Q1 2020 in Review

AGF Investments LLC sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q1 2020, closing a stake of 477 shares — an estimated $17K sold.

AGF Investments LLC first reported a position in OUSA in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 91 funds tracked by Wall St. Rank hold OUSA as of Q1 2020.

  • AGF Investments LLC reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • AGF Investments LLC sold 477 ALPS O'Shares U.S. Quality Dividend ETF shares in Q1 2020, an estimated $17K.
  • AGF Investments LLC first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2019 and held it in 1 quarter.
  • AGF Investments LLC's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $17K in Q4 2019.
  • 91 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2020.

Based on AGF Investments LLC's 13F filing for Q1 2020, filed 8 May 2020.