Fortitude Advisory Group’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Fortitude Advisory Group’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
2022 Q2	–	Sell	-4,689	Closed	-$206K	–	940
2022 Q1	$206K	Buy	4,689 +470	+11%	+$20.6K	0.11%	193
2021 Q4	$196K	Buy	+4,219	New	+$187K	0.1%	206

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Fortitude Advisory Group's OUSA Position: Q2 2022 in Review

Fortitude Advisory Group sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2022, closing a stake of 4,689 shares — an estimated $206K sold.

Fortitude Advisory Group first reported a position in OUSA in Q4 2021 and held it in 2 quarters. The position peaked at $206K in Q1 2022. 91 funds tracked by Wall St. Rank hold OUSA as of Q2 2022.

Fortitude Advisory Group reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 4,689 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2022, an estimated $206K.
Fortitude Advisory Group first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $206K in Q1 2022.
91 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.