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

IFG 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
2019
Q3 		– Sell
-11,321
Closed -$289K – 434
2019
Q2 		$289K Hold
11,321
– – 0.05% 281
2019
Q1 		$279K Buy
11,321
+194
+2% +$6.23K 0.05% 272
2018
Q4 		$222K Buy
11,127
+1,493
+15% +$47.3K 0.05% 285
2018
Q3 		$230K Buy
+9,634
New +$308K 0.04% 338

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

IFG Advisory's OUSA Position: Q3 2019 in Review

IFG Advisory sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q3 2019, closing a stake of 11,321 shares — an estimated $289K sold.

IFG Advisory first reported a position in OUSA in Q3 2018 and held it in 4 quarters. The position peaked at $289K in Q2 2019. 82 funds tracked by Wall St. Rank hold OUSA as of Q3 2019.

  • IFG Advisory reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • IFG Advisory sold 11,321 ALPS O'Shares U.S. Quality Dividend ETF shares in Q3 2019, an estimated $289K.
  • IFG Advisory first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2018 and held it in 4 quarters.
  • IFG Advisory's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $289K in Q2 2019.
  • 82 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2019.

Based on IFG Advisory's 13F filing for Q3 2019, filed 6 Nov 2019.