Creative Capital Management Investments’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Creative Capital Management Investments’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 Q3	–	Sell	-50	Closed	-$2.2K	–	253
2023 Q2	$2.2K	Hold	50	–	–	﹤0.01%	188
2023 Q1	$2.11K	Buy	+50	New	+$2.08K	﹤0.01%	205

Other funds holding OUSA

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Capital Management Investments's OUSA Position: Q3 2023 in Review

Creative Capital Management Investments sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q3 2023, closing a stake of 50 shares — an estimated $2.2K sold.

Creative Capital Management Investments first reported a position in OUSA in Q1 2023 and held it in 2 quarters. The position peaked at $2.2K in Q2 2023. 109 funds tracked by Wall St. Rank hold OUSA as of Q3 2023.

Creative Capital Management Investments reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q3 2023 after selling out during the quarter.
Creative Capital Management Investments sold 50 ALPS O'Shares U.S. Quality Dividend ETF shares in Q3 2023, an estimated $2.2K.
Creative Capital Management Investments first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q1 2023 and held it in 2 quarters.
Creative Capital Management Investments's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $2.2K in Q2 2023.
109 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2023.

Based on Creative Capital Management Investments's 13F filing for Q3 2023, filed 25 Oct 2023.