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

Carderock 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
2024
Q4 		– Sell
-5,060
Closed -$273K – 76
2024
Q3 		$273K Buy
+5,060
New +$261K 0.06% 66

Other funds holding OUSA

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Carderock Capital Management's OUSA Position: Q4 2024 in Review

Carderock Capital Management sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q4 2024, closing a stake of 5,060 shares — an estimated $273K sold.

Carderock Capital Management first reported a position in OUSA in Q3 2024 and held it in 1 quarter. The position peaked at $273K in Q3 2024. 129 funds tracked by Wall St. Rank hold OUSA as of Q4 2024.

  • Carderock Capital Management reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Carderock Capital Management sold 5,060 ALPS O'Shares U.S. Quality Dividend ETF shares in Q4 2024, an estimated $273K.
  • Carderock Capital Management first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2024 and held it in 1 quarter.
  • Carderock Capital Management's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $273K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2024.

Based on Carderock Capital Management's 13F filing for Q4 2024, filed 15 Jan 2025.