Carson Wealth (CWM LLC)
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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
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