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

Atlas Capital 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
2025 Q2	$442K	Buy	8,183 +700	+9%	+$36.6K	0.05%	272
2025 Q1	$398K	Sell	7,483 -300	-4%	-$16.2K	0.05%	297
2024 Q4	$413K	Buy	7,783 +400	+5%	+$21.7K	0.05%	281
2024 Q3	$399K	Hold	7,383	–	–	0.06%	265
2024 Q2	$366K	Hold	7,383	–	–	0.05%	282
2024 Q1	$365K	Hold	7,383	–	–	0.06%	269
2023 Q4	$340K	Sell	7,383 -300	-4%	-$13.1K	0.05%	281
2023 Q3	$322K	Hold	7,683	–	–	0.05%	266
2023 Q2	$338K	Sell	7,683 -1,000	-12%	-$42.6K	0.05%	270
2023 Q1	$366K	Sell	8,683 -3,600	-29%	-$150K	0.06%	249
2022 Q4	$509K	Sell	12,283 -800	-6%	-$32.5K	0.09%	188
2022 Q3	$484K	Sell	13,083 -300	-2%	-$12.2K	0.09%	189
2022 Q2	$540K	Hold	13,383	–	–	0.09%	186
2022 Q1	$589K	Hold	13,383	–	–	0.09%	194
2021 Q4	$623K	Sell	13,383 -500	-4%	-$22.1K	0.09%	185
2021 Q3	$578K	Hold	13,883	–	–	0.09%	182
2021 Q2	$583K	Hold	13,883	–	–	0.1%	181
2021 Q1	$554K	Sell	13,883 -800	-5%	-$30.7K	0.11%	178
2020 Q4	$562K	Buy	14,683 +2,100	+17%	+$77.9K	0.12%	162
2020 Q3	$456K	Sell	12,583 -13,377	-52%	-$477K	0.11%	197
2020 Q2	$859K	Sell	25,960 -2	-0%	-$64	0.2%	109
2020 Q1	$754K	Buy	25,962 +870	+3%	+$29.8K	0.22%	109
2019 Q4	$919K	Buy	25,092 +569	+2%	+$20.2K	0.23%	115
2019 Q3	$852K	Sell	24,523 -253	-1%	-$8.7K	0.26%	113
2019 Q2	$845K	Buy	+24,776	New	+$835K	0.28%	101

Other funds holding OUSA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

KAS

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

Atlas Capital Advisors's OUSA Position: Q2 2025 in Review

Atlas Capital Advisors increased its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) stake by 9.4% in Q2 2025, buying an estimated $36.6K and bringing the position to 8,183 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #272.

Atlas Capital Advisors first reported a position in OUSA in Q2 2019 and has held it in 25 quarters since. The position peaked at $919K in Q4 2019. 128 funds tracked by Wall St. Rank hold OUSA as of Q2 2025.

Atlas Capital Advisors held 8,183 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $442K as of Q2 2025.
Atlas Capital Advisors bought 700 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2025, an estimated $36.6K.
ALPS O'Shares U.S. Quality Dividend ETF made up 0.05% of Atlas Capital Advisors's portfolio in Q2 2025, its #272 holding.
Atlas Capital Advisors first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q2 2019 and has held it in 25 quarters since.
Atlas Capital Advisors's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $919K in Q4 2019.
128 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.