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

BXM Wealth’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 Q2	$1.13M	Buy	19,400 +8,500	+78%	+$491K	0.62%	40
2026 Q1	$607K	Buy	10,900 +900	+9%	+$52.2K	0.47%	57
2025 Q4	$577K	Buy	10,000 +7,500	+300%	+$426K	0.44%	56
2025 Q3	$226K	Buy	+2,500	New	+$138K	0.21%	115

Other funds holding OUSA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KAS

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

BXM Wealth's OUSA Position: Q2 2026 in Review

BXM Wealth increased its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) stake by 78% in Q2 2026, buying an estimated $491K and bringing the position to 19,400 shares worth $1.13M. The position accounts for 0.62% of the portfolio, ranked #40.

BXM Wealth first reported a position in OUSA in Q3 2025 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

BXM Wealth held 19,400 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $1.13M as of Q2 2026.
BXM Wealth bought 8,500 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2026, an estimated $491K.
ALPS O'Shares U.S. Quality Dividend ETF made up 0.62% of BXM Wealth's portfolio in Q2 2026, its #40 holding.
BXM Wealth first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2025 and has held it in 4 quarters since.
130 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.