CIBC Private Wealth Group
OUSA icon

CIBC Private Wealth Group’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

CIBC Private Wealth Group’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
2022
Q2 		– Sell
-4,827
Closed -$212K – 1269
2022
Q1 		$212K Buy
4,827
+261
+6% +$11.4K ﹤0.01% 945
2021
Q4 		$213K Buy
+4,566
New +$202K ﹤0.01% 958

Other funds holding OUSA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIBC Private Wealth Group's OUSA Position: Q2 2022 in Review

CIBC Private Wealth Group sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2022, closing a stake of 4,827 shares — an estimated $212K sold.

CIBC Private Wealth Group first reported a position in OUSA in Q4 2021 and held it in 2 quarters. The position peaked at $213K in Q4 2021. 91 funds tracked by Wall St. Rank hold OUSA as of Q2 2022.

  • CIBC Private Wealth Group reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • CIBC Private Wealth Group sold 4,827 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2022, an estimated $212K.
  • CIBC Private Wealth Group first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2021 and held it in 2 quarters.
  • CIBC Private Wealth Group's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $213K in Q4 2021.
  • 91 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2022.

Based on CIBC Private Wealth Group's 13F filing for Q2 2022, filed 3 Aug 2022.