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

Allied Private Wealth’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
2026 Q2	$120K	Buy	+2,017	New	+$117K	0.08%	160

Other funds holding OUSA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Allied Private Wealth's OUSA Position: Q2 2026 in Review

Allied Private Wealth opened a new position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2026: 2,017 shares worth $120K. The stake represents 0.08% of the portfolio and ranks #160 among its holdings.

130 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

Allied Private Wealth held 2,017 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $120K as of Q2 2026.
ALPS O'Shares U.S. Quality Dividend ETF was a new Allied Private Wealth position in Q2 2026.
ALPS O'Shares U.S. Quality Dividend ETF made up 0.08% of Allied Private Wealth's portfolio in Q2 2026, its #160 holding.
130 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.