Atomi Financial Group’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Atomi Financial Group’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	$676K	Buy	12,146 +594	+5%	+$34.5K	0.02%	583
2025 Q4	$667K	Buy	11,552 +391	+4%	+$22.2K	0.02%	568
2025 Q3	$631K	Buy	11,161 +435	+4%	+$24K	0.02%	550
2025 Q2	$579K	Buy	10,726 +570	+6%	+$29.8K	0.02%	525
2025 Q1	$540K	Buy	10,156 +1,542	+18%	+$83K	0.02%	503
2024 Q4	$458K	Buy	8,614 +446	+5%	+$24.2K	0.02%	516
2024 Q3	$441K	Buy	8,168 +641	+9%	+$33K	0.03%	503
2024 Q2	$373K	Buy	7,527 +1,067	+17%	+$51.8K	0.03%	501
2024 Q1	$319K	Buy	6,460 +25	+0.4%	+$1.19K	0.03%	513
2023 Q4	$297K	Buy	6,435 +802	+14%	+$34.9K	0.04%	422
2023 Q3	$236K	Buy	+5,633	New	+$247K	0.08%	293

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

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

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

MOS

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

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

KAS

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atomi Financial Group's OUSA Position: Q1 2026 in Review

Atomi Financial Group increased its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) stake by 5.1% in Q1 2026, buying an estimated $34.5K and bringing the position to 12,146 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #583.

Atomi Financial Group first reported a position in OUSA in Q3 2023 and has held it in 11 quarters since. 136 funds tracked by Wall St. Rank hold OUSA as of Q1 2026.

Atomi Financial Group held 12,146 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $676K as of Q1 2026.
Atomi Financial Group bought 594 ALPS O'Shares U.S. Quality Dividend ETF shares in Q1 2026, an estimated $34.5K.
ALPS O'Shares U.S. Quality Dividend ETF made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #583 holding.
Atomi Financial Group first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2023 and has held it in 11 quarters since.
136 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.