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AlphaCore Capital’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

AlphaCore Capital’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
Q1 		– Sell
-200
Closed -$11.5K – 1418
2025
Q4 		$11.5K Buy
+200
New +$11.3K ﹤0.01% 1312

Other funds holding OUSA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AlphaCore Capital's OUSA Position: Q1 2026 in Review

AlphaCore Capital sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q1 2026, closing a stake of 200 shares — an estimated $11.5K sold.

AlphaCore Capital first reported a position in OUSA in Q4 2025 and held it in 1 quarter. The position peaked at $11.5K in Q4 2025. 136 funds tracked by Wall St. Rank hold OUSA as of Q1 2026.

  • AlphaCore Capital reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • AlphaCore Capital sold 200 ALPS O'Shares U.S. Quality Dividend ETF shares in Q1 2026, an estimated $11.5K.
  • AlphaCore Capital first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2025 and held it in 1 quarter.
  • AlphaCore Capital's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $11.5K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.