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

Beacon Pointe 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
2026
Q1 		$310K Buy
5,571
+1
+0% +$58 ﹤0.01% 1519
2025
Q4 		$321K Sell
5,570
-102
-2% -$5.79K ﹤0.01% 1234
2025
Q3 		$321K Buy
5,672
+102
+2% +$5.64K ﹤0.01% 1158
2025
Q2 		$301K Hold
5,570
– – ﹤0.01% 1051
2025
Q1 		$296K Sell
5,570
-41
-0.7% -$2.21K ﹤0.01% 1029
2024
Q4 		$298K Buy
5,611
+569
+11% +$30.8K ﹤0.01% 1008
2024
Q3 		$272K Hold
5,042
– – ﹤0.01% 1055
2024
Q2 		$250K Buy
+5,042
New +$245K ﹤0.01% 1110

Other funds holding OUSA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return