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Elmwood Wealth Management’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Elmwood Wealth Management’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
2026
Q2 		$422K Hold
7,236
– – 0.11% 138
2026
Q1 		$403K Buy
7,236
+728
+11% +$42.3K 0.11% 129
2025
Q4 		$376K Buy
+6,508
New +$369K 0.12% 129

Other funds holding OUSA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Elmwood Wealth Management's OUSA Position: Q2 2026 in Review

Elmwood Wealth Management held its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) position steady in Q2 2026 at 7,236 shares worth $422K. The position accounts for 0.11% of the portfolio, ranked #138.

Elmwood Wealth Management first reported a position in OUSA in Q4 2025 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

  • Elmwood Wealth Management held 7,236 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $422K as of Q2 2026.
  • Elmwood Wealth Management left its ALPS O'Shares U.S. Quality Dividend ETF share count unchanged in Q2 2026.
  • ALPS O'Shares U.S. Quality Dividend ETF made up 0.11% of Elmwood Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Elmwood Wealth Management first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.