Avantax Advisory Services’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Avantax Advisory Services’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 Q4	–	Sell	-7,139	Closed	-$259K	–	1220
2020 Q3	$259K	Buy	+7,139	New	+$254K	﹤0.01%	1099

Other funds holding OUSA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Avantax Advisory Services's OUSA Position: Q4 2020 in Review

Avantax Advisory Services sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q4 2020, closing a stake of 7,139 shares — an estimated $259K sold.

Avantax Advisory Services first reported a position in OUSA in Q3 2020 and held it in 1 quarter. The position peaked at $259K in Q3 2020. 88 funds tracked by Wall St. Rank hold OUSA as of Q4 2020.

Avantax Advisory Services reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q4 2020 after selling out during the quarter.
Avantax Advisory Services sold 7,139 ALPS O'Shares U.S. Quality Dividend ETF shares in Q4 2020, an estimated $259K.
Avantax Advisory Services first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2020 and held it in 1 quarter.
Avantax Advisory Services's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $259K in Q3 2020.
88 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.