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 Q2	–	Sell	-12,146	Closed	-$676K	–	1315
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 $1.89T 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

Atomi Financial Group's OUSA Position: Q2 2026 in Review

Atomi Financial Group sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2026, closing a stake of 12,146 shares — an estimated $676K sold.

Atomi Financial Group first reported a position in OUSA in Q3 2023 and held it in 11 quarters. The position peaked at $676K in Q1 2026. 130 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

Atomi Financial Group reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q2 2026 after selling out during the quarter.
Atomi Financial Group sold 12,146 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2026, an estimated $676K.
Atomi Financial Group first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2023 and held it in 11 quarters.
Atomi Financial Group's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $676K in Q1 2026.
130 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.