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

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-973	Closed	-$40K	–	1393
2021 Q3	$40K	Sell	973 -34	-3%	-$1.47K	0.01%	957
2021 Q2	$42K	Hold	1,007	–	–	0.01%	981
2021 Q1	$40K	Sell	1,007 -214	-18%	-$8.22K	0.01%	753
2020 Q4	$46K	Buy	+1,221	New	+$45.3K	0.01%	573

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

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

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

KAS

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

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

RJFSA

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

RJA

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

Arkadios Wealth Advisors's OUSA Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q4 2021, closing a stake of 973 shares — an estimated $40K sold.

Arkadios Wealth Advisors first reported a position in OUSA in Q4 2020 and held it in 4 quarters. The position peaked at $46K in Q4 2020. 97 funds tracked by Wall St. Rank hold OUSA as of Q4 2021.

Arkadios Wealth Advisors reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 973 ALPS O'Shares U.S. Quality Dividend ETF shares in Q4 2021, an estimated $40K.
Arkadios Wealth Advisors first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $46K in Q4 2020.
97 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.