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

Atria Investments’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
2020
Q2 		– Sell
-27,807
Closed -$807K – 696
2020
Q1 		$807K Buy
27,807
+1,351
+5% +$46.3K 0.06% 262
2019
Q4 		$969K Buy
26,456
+1,963
+8% +$69.6K 0.03% 540
2019
Q3 		$851K Buy
24,493
+944
+4% +$32.5K 0.03% 466
2019
Q2 		$793K Buy
23,549
+1,807
+8% +$60.9K 0.03% 467
2019
Q1 		$731K Buy
21,742
+3,157
+17% +$101K 0.03% 430
2018
Q4 		$558K Sell
18,585
-1,447
-7% -$45.8K 0.02% 465
2018
Q3 		$656K Sell
20,032
-2,287
-10% -$73.2K 0.03% 519
2018
Q2 		$685K Buy
22,319
+2,160
+11% +$66.1K 0.03% 474
2018
Q1 		$615K Buy
20,159
+4,188
+26% +$132K 0.03% 467
2017
Q4 		$510K Buy
15,971
+2,137
+15% +$66.4K 0.03% 479
2017
Q3 		$419K Buy
13,834
+2,029
+17% +$60.3K 0.02% 495
2017
Q2 		$345K Buy
11,805
+4,526
+62% +$132K 0.02% 520
2017
Q1 		$210K Buy
+7,279
New +$206K 0.01% 641

Other funds holding OUSA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Atria Investments's OUSA Position: Q2 2020 in Review

Atria Investments sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2020, closing a stake of 27,807 shares — an estimated $807K sold.

Atria Investments first reported a position in OUSA in Q1 2017 and held it in 13 quarters. The position peaked at $969K in Q4 2019. 76 funds tracked by Wall St. Rank hold OUSA as of Q2 2020.

  • Atria Investments reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • Atria Investments sold 27,807 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2020, an estimated $807K.
  • Atria Investments first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q1 2017 and held it in 13 quarters.
  • Atria Investments's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $969K in Q4 2019.
  • 76 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.