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Claro Advisors’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Claro Advisors’s Portfolio OUSM Stock Details OUSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,300
Closed -$37K – 705
2018
Q4 		$37K Buy
+1,300
New +$33.5K 0.03% 400

Other funds holding OUSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Claro Advisors's OUSM Position: Q1 2019 in Review

Claro Advisors sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q1 2019, closing a stake of 1,300 shares — an estimated $37K sold.

Claro Advisors first reported a position in OUSM in Q4 2018 and held it in 1 quarter. The position peaked at $37K in Q4 2018. 29 funds tracked by Wall St. Rank hold OUSM as of Q1 2019.

  • Claro Advisors reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 1,300 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2019, an estimated $37K.
  • Claro Advisors first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $37K in Q4 2018.
  • 29 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.