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Comprehensive Financial Consultants Institutional’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-4,557
Closed -$195K – 381
2021
Q4 		$195K Buy
+4,557
New +$202K 0.13% 160

Other funds holding OUSA

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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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's OUSA Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q1 2022, closing a stake of 4,557 shares — an estimated $195K sold.

Comprehensive Financial Consultants Institutional first reported a position in OUSA in Q4 2021 and held it in 1 quarter. The position peaked at $195K in Q4 2021. 103 funds tracked by Wall St. Rank hold OUSA as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 4,557 ALPS O'Shares U.S. Quality Dividend ETF shares in Q1 2022, an estimated $195K.
  • Comprehensive Financial Consultants Institutional first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $195K in Q4 2021.
  • 103 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.