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

Clearwater Capital 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
Q2 		– Sell
-115
Closed -$4K – 442
2018
Q1 		$4K Buy
+115
New +$3.62K ﹤0.01% 551

Other funds holding OUSA

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Clearwater Capital Advisors's OUSA Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2018, closing a stake of 115 shares — an estimated $4K sold.

Clearwater Capital Advisors first reported a position in OUSA in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 50 funds tracked by Wall St. Rank hold OUSA as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 115 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2018, an estimated $4K.
  • Clearwater Capital Advisors first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $4K in Q1 2018.
  • 50 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.