Guardian Wealth Advisors (North Carolina)’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2025 Q1	–	Sell	-55	Closed	-$2.92K	–	541
2024 Q4	$2.92K	Hold	55	–	–	﹤0.01%	481
2024 Q3	$2.97K	Hold	55	–	–	﹤0.01%	422
2024 Q2	$2.73K	Hold	55	–	–	﹤0.01%	406
2024 Q1	$2.72K	Hold	55	–	–	﹤0.01%	424
2023 Q4	$2.54K	Sell	55 -60	-52%	-$2.61K	﹤0.01%	411
2023 Q3	$4.82K	Hold	115	–	–	﹤0.01%	375
2023 Q2	$5.06K	Sell	115 -60	-34%	-$2.56K	﹤0.01%	361
2023 Q1	$7.38K	Hold	175	–	–	﹤0.01%	348
2022 Q4	$7.26K	Hold	175	–	–	﹤0.01%	326
2022 Q3	$6K	Hold	175	–	–	﹤0.01%	305
2022 Q2	$7K	Buy	+175	New	+$7.34K	﹤0.01%	301

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

MOS

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

KAS

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

Guardian Wealth Advisors (North Carolina)'s OUSA Position: Q1 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q1 2025, closing a stake of 55 shares — an estimated $2.92K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in OUSA in Q2 2022 and held it in 11 quarters. The position peaked at $7.38K in Q1 2023. 126 funds tracked by Wall St. Rank hold OUSA as of Q1 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q1 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 55 ALPS O'Shares U.S. Quality Dividend ETF shares in Q1 2025, an estimated $2.92K.
Guardian Wealth Advisors (North Carolina) first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q2 2022 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s ALPS O'Shares U.S. Quality Dividend ETF position peaked at $7.38K in Q1 2023.
126 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 May 2025.