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

Highline Wealth 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
2022
Q4 		– Sell
-419
Closed -$15.5K – 344
2022
Q3 		$15.5K Buy
+419
New +$17.1K 0.01% 122

Other funds holding OUSA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Highline Wealth Partners's OUSA Position: Q4 2022 in Review

Highline Wealth Partners sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q4 2022, closing a stake of 419 shares — an estimated $15.5K sold.

Highline Wealth Partners first reported a position in OUSA in Q3 2022 and held it in 1 quarter. The position peaked at $15.5K in Q3 2022. 104 funds tracked by Wall St. Rank hold OUSA as of Q4 2022.

  • Highline Wealth Partners reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • Highline Wealth Partners sold 419 ALPS O'Shares U.S. Quality Dividend ETF shares in Q4 2022, an estimated $15.5K.
  • Highline Wealth Partners first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2022 and held it in 1 quarter.
  • Highline Wealth Partners's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $15.5K in Q3 2022.
  • 104 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2022.

Based on Highline Wealth Partners's 13F filing for Q4 2022, filed 29 Oct 2024.