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Clear Perspective Advisors’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Clear Perspective Advisors’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
Q3 		– Sell
-248
Closed -$8K – 347
2018
Q2 		$8K Hold
248
– – 0.01% 389
2018
Q1 		$8K Buy
+248
New +$7.81K 0.01% 375

Other funds holding OUSA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Clear Perspective Advisors's OUSA Position: Q3 2018 in Review

Clear Perspective Advisors sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q3 2018, closing a stake of 248 shares — an estimated $8K sold.

Clear Perspective Advisors first reported a position in OUSA in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q2 2018. 54 funds tracked by Wall St. Rank hold OUSA as of Q3 2018.

  • Clear Perspective Advisors reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 248 ALPS O'Shares U.S. Quality Dividend ETF shares in Q3 2018, an estimated $8K.
  • Clear Perspective Advisors first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q1 2018 and held it in 2 quarters.
  • Clear Perspective Advisors's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $8K in Q2 2018.
  • 54 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.