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Certified Advisory Corp’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Certified Advisory Corp’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
2018
Q1 		– Sell
-325
Closed -$10K – 768
2017
Q4 		$10K Buy
+325
New +$10.1K 0.01% 471

Other funds holding OUSA

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Certified Advisory Corp's OUSA Position: Q1 2018 in Review

Certified Advisory Corp sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q1 2018, closing a stake of 325 shares — an estimated $10K sold.

Certified Advisory Corp first reported a position in OUSA in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 60 funds tracked by Wall St. Rank hold OUSA as of Q1 2018.

  • Certified Advisory Corp reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q1 2018 after selling out during the quarter.
  • Certified Advisory Corp sold 325 ALPS O'Shares U.S. Quality Dividend ETF shares in Q1 2018, an estimated $10K.
  • Certified Advisory Corp first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2017 and held it in 1 quarter.
  • Certified Advisory Corp's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $10K in Q4 2017.
  • 60 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2018.

Based on Certified Advisory Corp's 13F filing for Q1 2018, filed 30 Apr 2018.