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Financial Architects (New Jersey)’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Financial Architects (New Jersey)’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
2018
Q1 		– Sell
-200
Closed -$5K – 1533
2017
Q4 		$5K Buy
+200
New +$5.34K ﹤0.01% 1295

Other funds holding OUSM

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RJA
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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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return

Financial Architects (New Jersey)'s OUSM Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q1 2018, closing a stake of 200 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in OUSM in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 23 funds tracked by Wall St. Rank hold OUSM as of Q1 2018.

  • Financial Architects (New Jersey) reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 200 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2018, an estimated $5K.
  • Financial Architects (New Jersey) first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $5K in Q4 2017.
  • 23 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.