Financial Gravity Asset Management’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Financial Gravity Asset 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
2025 Q1	$20K	Buy	+376	New	+$20.2K	﹤0.01%	478
2019 Q4	–	Sell	-100	Closed	-$3K	–	1616
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	830
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	822
2019 Q1	$3K	Buy	+100	New	+$3.21K	﹤0.01%	859

Other funds holding OUSA

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

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

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MOS

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Gravity Asset Management's OUSA Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q1 2025: 376 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in OUSA as recently as Q3 2019.

Financial Gravity Asset Management first reported a position in OUSA in Q1 2019 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold OUSA as of Q1 2025.

Financial Gravity Asset Management held 376 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $20K as of Q1 2025.
ALPS O'Shares U.S. Quality Dividend ETF was a new Financial Gravity Asset Management position in Q1 2025.
ALPS O'Shares U.S. Quality Dividend ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #478 holding.
Financial Gravity Asset Management first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q1 2019 and has held it in 4 quarters since.
126 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.