AWS
OUSA icon

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

Atria Wealth Solutions’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
Q1 		– Sell
-6,108
Closed -$324K – 2030
2024
Q4 		$324K Buy
6,108
+2,085
+52% +$113K ﹤0.01% 1498
2024
Q3 		$217K Sell
4,023
-13,045
-76% -$672K ﹤0.01% 1734
2024
Q2 		$847K Buy
17,068
+3,898
+30% +$189K 0.01% 965
2024
Q1 		$651K Buy
13,170
+7
+0.1% +$334 0.01% 1125
2023
Q4 		$607K Sell
13,163
-1,303
-9% -$56.7K 0.01% 1113
2023
Q3 		$607K Sell
14,466
-580
-4% -$25.4K 0.01% 1041
2023
Q2 		$662K Buy
15,046
+9
+0.1% +$383 0.01% 1033
2023
Q1 		$634K Buy
15,037
+62
+0.4% +$2.58K 0.01% 1004
2022
Q4 		$621K Buy
14,975
+609
+4% +$24.8K 0.01% 976
2022
Q3 		$533K Sell
14,366
-287
-2% -$11.7K 0.01% 985
2022
Q2 		$592K Buy
14,653
+7,047
+93% +$296K 0.01% 893
2022
Q1 		$335K Buy
+7,606
New +$333K 0.01% 1263

Other funds holding OUSA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
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