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

Global Wealth Management Investment Advisory’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 Q4	–	Sell	-48	Closed	-$2K	–	491
2021 Q3	$2K	Buy	+48	New	+$2.08K	﹤0.01%	423
2020 Q3	–	Sell	-53	Closed	-$2K	–	571
2020 Q2	$2K	Sell	53 -355	-87%	-$11.4K	﹤0.01%	525
2020 Q1	$12K	Sell	408 -15	-4%	-$514	0.01%	310
2019 Q4	$15K	Sell	423 -74	-15%	-$2.62K	0.01%	298
2019 Q3	$17K	Hold	497	–	–	0.01%	269
2019 Q2	$17K	Sell	497 -1,064	-68%	-$35.9K	0.01%	298
2019 Q1	$52K	Sell	1,561 -1,916	-55%	-$61.5K	0.03%	199
2018 Q4	$104K	Buy	+3,477	New	+$110K	0.06%	172

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Global Wealth Management Investment Advisory's OUSA Position: Q4 2021 in Review

Global Wealth Management Investment Advisory sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q4 2021, closing a stake of 48 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in OUSA in Q4 2018 and held it in 8 quarters. The position peaked at $104K in Q4 2018. 97 funds tracked by Wall St. Rank hold OUSA as of Q4 2021.

Global Wealth Management Investment Advisory reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q4 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 48 ALPS O'Shares U.S. Quality Dividend ETF shares in Q4 2021, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2018 and held it in 8 quarters.
Global Wealth Management Investment Advisory's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $104K in Q4 2018.
97 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2021, filed 15 Feb 2022.