Carson Wealth (CWM LLC)’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Carson Wealth (CWM LLC)’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	$17K	Buy	305 +5	+2%	+$290	﹤0.01%	4520
2025 Q4	$17K	Hold	300	–	–	﹤0.01%	4267
2025 Q3	$17K	Hold	300	–	–	﹤0.01%	4223
2025 Q2	$16K	Hold	300	–	–	﹤0.01%	4048
2025 Q1	$16K	Hold	300	–	–	﹤0.01%	3838
2024 Q4	$16K	Hold	300	–	–	﹤0.01%	3595
2024 Q3	$16K	Hold	300	–	–	﹤0.01%	3516
2024 Q2	$15K	Hold	300	–	–	﹤0.01%	3307
2024 Q1	$15K	Hold	300	–	–	﹤0.01%	3101
2023 Q4	$14K	Hold	300	–	–	﹤0.01%	2998
2023 Q3	$13K	Hold	300	–	–	﹤0.01%	2993
2023 Q2	$13K	Hold	300	–	–	﹤0.01%	2927
2023 Q1	$13K	Buy	+300	New	+$12.5K	﹤0.01%	2801

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 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

Carson Wealth (CWM LLC)'s OUSA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) stake by 1.7% in Q1 2026, buying an estimated $290 and bringing the position to 305 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #4520.

Carson Wealth (CWM LLC) first reported a position in OUSA in Q1 2023 and has held it in 13 quarters since. The position peaked at $17K in Q4 2025. 136 funds tracked by Wall St. Rank hold OUSA as of Q1 2026.

Carson Wealth (CWM LLC) held 305 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $17K as of Q1 2026.
Carson Wealth (CWM LLC) bought 5 ALPS O'Shares U.S. Quality Dividend ETF shares in Q1 2026, an estimated $290.
ALPS O'Shares U.S. Quality Dividend ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4520 holding.
Carson Wealth (CWM LLC) first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s ALPS O'Shares U.S. Quality Dividend ETF position peaked at $17K in Q4 2025.
136 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.