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

Gradient 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
2022 Q4	–	Sell	-156	Closed	-$6K	–	1618
2022 Q3	$6K	Buy	+156	New	+$6.37K	﹤0.01%	918
2022 Q2	–	Sell	-57	Closed	-$3K	–	1335
2022 Q1	$3K	Buy	+57	New	+$2.5K	﹤0.01%	981
2017 Q2	–	Sell	-364	Closed	-$10K	–	880
2017 Q1	$10K	Buy	364 +230	+172%	+$6.5K	﹤0.01%	508
2016 Q4	$4K	Buy	+134	New	+$3.62K	﹤0.01%	577

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

KAS

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

RJA

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

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

Gradient Investments's OUSA Position: Q4 2022 in Review

Gradient Investments sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q4 2022, closing a stake of 156 shares — an estimated $6K sold.

Gradient Investments first reported a position in OUSA in Q4 2016 and held it in 4 quarters. The position peaked at $10K in Q1 2017. 104 funds tracked by Wall St. Rank hold OUSA as of Q4 2022.

Gradient Investments reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 156 ALPS O'Shares U.S. Quality Dividend ETF shares in Q4 2022, an estimated $6K.
Gradient Investments first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2016 and held it in 4 quarters.
Gradient Investments's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $10K in Q1 2017.
104 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.