Comprehensive Financial Consultants Institutional’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-541	Closed	-$18K	–	382
2021 Q4	$18K	Buy	+541	New	+$19.7K	0.01%	306

Other funds holding OUSM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q1 2022, closing a stake of 541 shares — an estimated $18K sold.

Comprehensive Financial Consultants Institutional first reported a position in OUSM in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 40 funds tracked by Wall St. Rank hold OUSM as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 541 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2022, an estimated $18K.
Comprehensive Financial Consultants Institutional first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $18K in Q4 2021.
40 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2022.

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