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

Capital Wealth Planning’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
Q2 		– Sell
-14,652
Closed -$425K – 167
2020
Q1 		$425K Buy
+14,652
New +$502K 0.03% 139

Other funds holding OUSA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Capital Wealth Planning's OUSA Position: Q2 2020 in Review

Capital Wealth Planning sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2020, closing a stake of 14,652 shares — an estimated $425K sold.

Capital Wealth Planning first reported a position in OUSA in Q1 2020 and held it in 1 quarter. The position peaked at $425K in Q1 2020. 76 funds tracked by Wall St. Rank hold OUSA as of Q2 2020.

  • Capital Wealth Planning reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 14,652 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2020, an estimated $425K.
  • Capital Wealth Planning first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q1 2020 and held it in 1 quarter.
  • Capital Wealth Planning's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $425K in Q1 2020.
  • 76 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.