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Glovista Investments’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Glovista Investments’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
2019
Q4 		– Sell
-226,505
Closed -$7.87M – 101
2019
Q3 		$7.87M Buy
226,505
+154,250
+213% +$5.31M 2.84% 8
2019
Q2 		$2.47M Buy
+72,255
New +$2.44M 0.8% 34

Other funds holding OUSA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Glovista Investments's OUSA Position: Q4 2019 in Review

Glovista Investments sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q4 2019, closing a stake of 226,505 shares — an estimated $7.87M sold.

Glovista Investments first reported a position in OUSA in Q2 2019 and held it in 2 quarters. The position peaked at $7.87M in Q3 2019. 85 funds tracked by Wall St. Rank hold OUSA as of Q4 2019.

  • Glovista Investments reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q4 2019 after selling out during the quarter.
  • Glovista Investments sold 226,505 ALPS O'Shares U.S. Quality Dividend ETF shares in Q4 2019, an estimated $7.87M.
  • Glovista Investments first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q2 2019 and held it in 2 quarters.
  • Glovista Investments's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $7.87M in Q3 2019.
  • 85 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2019.

Based on Glovista Investments's 13F filing for Q4 2019, filed 14 Feb 2020.