Global Retirement Partners’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Global Retirement Partners’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
2024 Q4	$8.5K	Hold	160	–	–	﹤0.01%	2453
2024 Q3	$8.64K	Hold	160	–	–	﹤0.01%	2347
2024 Q2	$7.94K	Hold	160	–	–	﹤0.01%	2414
2024 Q1	$7.91K	Hold	160	–	–	﹤0.01%	2218
2023 Q4	$7.41K	Buy	+160	New	+$6.96K	﹤0.01%	2177

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

KAS

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

MOS

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

Global Retirement Partners's OUSA Position: Q4 2024 in Review

Global Retirement Partners held its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) position steady in Q4 2024 at 160 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

Global Retirement Partners first reported a position in OUSA in Q4 2023 and has held it in 5 quarters since. The position peaked at $8.64K in Q3 2024. 129 funds tracked by Wall St. Rank hold OUSA as of Q4 2024.

Global Retirement Partners held 160 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $8.5K as of Q4 2024.
Global Retirement Partners left its ALPS O'Shares U.S. Quality Dividend ETF share count unchanged in Q4 2024.
ALPS O'Shares U.S. Quality Dividend ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2453 holding.
Global Retirement Partners first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2023 and has held it in 5 quarters since.
Global Retirement Partners's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $8.64K in Q3 2024.
129 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.