FWM
OUSA icon

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

Focused 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
2021
Q1 		– Sell
-200
Closed -$8K – 976
2020
Q4 		$8K Buy
+200
New +$7.42K ﹤0.01% 591

Other funds holding OUSA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Focused Wealth Management's OUSA Position: Q1 2021 in Review

Focused Wealth Management sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q1 2021, closing a stake of 200 shares — an estimated $8K sold.

Focused Wealth Management first reported a position in OUSA in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 86 funds tracked by Wall St. Rank hold OUSA as of Q1 2021.

  • Focused Wealth Management reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Focused Wealth Management sold 200 ALPS O'Shares U.S. Quality Dividend ETF shares in Q1 2021, an estimated $8K.
  • Focused Wealth Management first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2020 and held it in 1 quarter.
  • Focused Wealth Management's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $8K in Q4 2020.
  • 86 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2021.

Based on Focused Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.