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

BDO Wealth Advisors’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 Q4	–	Sell	-2,179	Closed	-$71K	–	604
2018 Q3	$71K	Buy	+2,179	New	+$69.8K	0.02%	253
2018 Q2	–	Sell	-2,179	Closed	-$66K	–	675
2018 Q1	$66K	Sell	2,179 -189	-8%	-$5.95K	0.02%	221
2017 Q4	$76K	Buy	+2,368	New	+$73.6K	0.03%	173

Other funds holding OUSA

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

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

RJFSA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BDO Wealth Advisors's OUSA Position: Q4 2018 in Review

BDO Wealth Advisors sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q4 2018, closing a stake of 2,179 shares — an estimated $71K sold.

BDO Wealth Advisors first reported a position in OUSA in Q4 2017 and held it in 3 quarters. The position peaked at $76K in Q4 2017. 61 funds tracked by Wall St. Rank hold OUSA as of Q4 2018.

BDO Wealth Advisors reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q4 2018 after selling out during the quarter.
BDO Wealth Advisors sold 2,179 ALPS O'Shares U.S. Quality Dividend ETF shares in Q4 2018, an estimated $71K.
BDO Wealth Advisors first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2017 and held it in 3 quarters.
BDO Wealth Advisors's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $76K in Q4 2017.
61 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2018.

Based on BDO Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.