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Atwood & Palmer’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Atwood & Palmer’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
2021
Q1 		– Sell
-913
Closed -$35K – 448
2020
Q4 		$35K Buy
+913
New +$33.8K ﹤0.01% 234

Other funds holding OUSA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Atwood & Palmer's OUSA Position: Q1 2021 in Review

Atwood & Palmer sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q1 2021, closing a stake of 913 shares — an estimated $35K sold.

Atwood & Palmer first reported a position in OUSA in Q4 2020 and held it in 1 quarter. The position peaked at $35K in Q4 2020. 86 funds tracked by Wall St. Rank hold OUSA as of Q1 2021.

  • Atwood & Palmer reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Atwood & Palmer sold 913 ALPS O'Shares U.S. Quality Dividend ETF shares in Q1 2021, an estimated $35K.
  • Atwood & Palmer first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2020 and held it in 1 quarter.
  • Atwood & Palmer's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $35K in Q4 2020.
  • 86 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2021.

Based on Atwood & Palmer's 13F filing for Q1 2021, filed 26 Apr 2021.