ACM
OUSA icon

Aviance Capital Management’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Aviance Capital Management’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
2018
Q2 		– Sell
-3,375
Closed -$103K – 268
2018
Q1 		$103K Sell
3,375
-37
-1% -$1.17K 0.01% 205
2017
Q4 		$109K Sell
3,412
-373
-10% -$11.6K 0.01% 208
2017
Q3 		$115K Buy
3,785
+735
+24% +$21.8K 0.01% 200
2017
Q2 		$89K Buy
+3,050
New +$88.9K 0.01% 209

Other funds holding OUSA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aviance Capital Management's OUSA Position: Q2 2018 in Review

Aviance Capital Management sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2018, closing a stake of 3,375 shares — an estimated $103K sold.

Aviance Capital Management first reported a position in OUSA in Q2 2017 and held it in 4 quarters. The position peaked at $115K in Q3 2017. 50 funds tracked by Wall St. Rank hold OUSA as of Q2 2018.

  • Aviance Capital Management reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q2 2018 after selling out during the quarter.
  • Aviance Capital Management sold 3,375 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2018, an estimated $103K.
  • Aviance Capital Management first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q2 2017 and held it in 4 quarters.
  • Aviance Capital Management's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $115K in Q3 2017.
  • 50 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2018.

Based on Aviance Capital Management's 13F filing for Q2 2018, filed 9 Aug 2018.