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

Fourth Dimension Wealth’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	$67.1K	Hold	1,150	–	–	0.02%	233
2026 Q1	$64K	Hold	1,150	–	–	0.02%	204
2025 Q4	$66.4K	Hold	1,150	–	–	0.02%	209
2025 Q3	$65K	Hold	1,150	–	–	0.02%	206
2025 Q2	$62.1K	Hold	1,150	–	–	0.03%	207
2025 Q1	$61.2K	Hold	1,150	–	–	0.03%	205
2024 Q4	$61.1K	Buy	+1,150	New	+$62.3K	0.03%	201

Other funds holding OUSA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Fourth Dimension Wealth's OUSA Position: Q2 2026 in Review

Fourth Dimension Wealth held its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) position steady in Q2 2026 at 1,150 shares worth $67.1K. The position accounts for 0.02% of the portfolio, ranked #233.

Fourth Dimension Wealth first reported a position in OUSA in Q4 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

Fourth Dimension Wealth held 1,150 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $67.1K as of Q2 2026.
Fourth Dimension Wealth 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 0.02% of Fourth Dimension Wealth's portfolio in Q2 2026, its #233 holding.
Fourth Dimension Wealth first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2024 and has held it in 7 quarters since.
130 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.