IFP Advisors’s ALPS O'Shares International Developed Quality Dividend ETF OEFA Stock Holding History

IFP Advisors’s Portfolio OEFA Stock Details OEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,900	Closed	-$152K	–	4104
2022 Q4	$152K	Sell	6,900 -30,750	-82%	-$697K	﹤0.01%	1496
2022 Q3	$868K	Buy	37,650 +500	+1%	+$11.3K	0.02%	688
2022 Q2	$857K	Hold	37,150	–	–	0.03%	623
2022 Q1	$857K	Buy	+37,150	New	+$988K	0.03%	623
2019 Q1	–	Sell	-734	Closed	-$16K	–	3085
2018 Q4	$16K	Hold	734	–	–	﹤0.01%	2254
2018 Q3	$18K	Sell	734 -655	-47%	-$15.9K	﹤0.01%	2514
2018 Q2	$33K	Buy	1,389 +400	+40%	+$9.81K	﹤0.01%	2160
2018 Q1	$25K	Hold	989	–	–	﹤0.01%	2246
2017 Q4	$25K	Hold	989	–	–	﹤0.01%	2275
2017 Q3	$25K	Hold	989	–	–	﹤0.01%	2452
2017 Q2	$25K	Hold	989	–	–	﹤0.01%	2449
2017 Q1	$23K	Buy	989 +689	+230%	+$15.3K	﹤0.01%	2403
2016 Q4	$6K	Sell	300 -4,363	-94%	-$93.9K	﹤0.01%	3200
2016 Q3	$108K	Buy	4,663 +408	+10%	+$9.57K	0.01%	1314
2016 Q2	$99K	Buy	+4,255	New	+$99.1K	0.01%	1344

Other funds holding OEFA

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's OEFA Position: Q1 2023 in Review

IFP Advisors sold out of ALPS O'Shares International Developed Quality Dividend ETF (OEFA) in Q1 2023, closing a stake of 6,900 shares — an estimated $152K sold.

IFP Advisors first reported a position in OEFA in Q2 2016 and held it in 15 quarters. The position peaked at $868K in Q3 2022. 15 funds tracked by Wall St. Rank hold OEFA as of Q1 2023.

IFP Advisors reported no remaining ALPS O'Shares International Developed Quality Dividend ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 6,900 ALPS O'Shares International Developed Quality Dividend ETF shares in Q1 2023, an estimated $152K.
IFP Advisors first reported a position in ALPS O'Shares International Developed Quality Dividend ETF in Q2 2016 and held it in 15 quarters.
IFP Advisors's ALPS O'Shares International Developed Quality Dividend ETF position peaked at $868K in Q3 2022.
15 funds tracked by Wall St. Rank held ALPS O'Shares International Developed Quality Dividend ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.