Coppell Advisory Solutions’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Coppell Advisory Solutions’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
2023 Q4	$138	Buy	+3	New	+$131	﹤0.01%	1625

Other funds holding OUSA

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

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Coppell Advisory Solutions's OUSA Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q4 2023: 3 shares worth $138. The stake represents ﹤0.01% of the portfolio and ranks #1625 among its holdings.

115 funds tracked by Wall St. Rank hold OUSA as of Q4 2023.

Coppell Advisory Solutions held 3 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $138 as of Q4 2023.
ALPS O'Shares U.S. Quality Dividend ETF was a new Coppell Advisory Solutions position in Q4 2023.
ALPS O'Shares U.S. Quality Dividend ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1625 holding.
115 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.