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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 – 2029
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Wealth Solutions's OUSA Position: Q1 2025 in Review

Atria Wealth Solutions sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q1 2025, closing a stake of 6,108 shares — an estimated $324K sold.

Atria Wealth Solutions first reported a position in OUSA in Q1 2022 and held it in 12 quarters. The position peaked at $847K in Q2 2024. 126 funds tracked by Wall St. Rank hold OUSA as of Q1 2025.

  • Atria Wealth Solutions reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,108 ALPS O'Shares U.S. Quality Dividend ETF shares in Q1 2025, an estimated $324K.
  • Atria Wealth Solutions first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $847K in Q2 2024.
  • 126 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.