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

IFP Advisors’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
2024
Q2 		– Sell
-34
Closed -$1.68K – 3310
2024
Q1 		$1.68K Hold
34
– – ﹤0.01% 2744
2023
Q4 		$1.57K Hold
34
– – ﹤0.01% 2733
2023
Q3 		$1.43K Sell
34
-10
-23% -$438 ﹤0.01% 2924
2023
Q2 		$1.94K Buy
44
+10
+29% +$426 ﹤0.01% 2890
2023
Q1 		$1.34K Sell
34
-250
-88% -$10.4K ﹤0.01% 3020
2022
Q4 		$11K Sell
284
-32
-10% -$1.3K ﹤0.01% 3331
2022
Q3 		$12K Buy
316
+252
+394% +$10.3K ﹤0.01% 3520
2022
Q2 		$2K Hold
64
– – ﹤0.01% 4162
2022
Q1 		$2K Buy
64
+32
+100% +$1.4K ﹤0.01% 4160
2021
Q4 		$1K Sell
32
-371
-92% -$16.4K ﹤0.01% 3071
2021
Q3 		$17K Buy
403
+1
+0.2% +$43 ﹤0.01% 2062
2021
Q2 		$17K Sell
402
-740
-65% -$30.6K ﹤0.01% 2009
2021
Q1 		$45K Sell
1,142
-1,580
-58% -$60.7K ﹤0.01% 1517
2020
Q4 		$102K Sell
2,722
-373
-12% -$13.8K ﹤0.01% 1128
2020
Q3 		$112K Sell
3,095
-861
-22% -$30.7K 0.01% 942
2020
Q2 		$128K Sell
3,956
-275
-6% -$8.83K 0.01% 830
2020
Q1 		$125K Sell
4,231
-1,244
-23% -$42.6K 0.01% 740
2019
Q4 		$199K Sell
5,475
-210
-4% -$7.44K 0.02% 667
2019
Q3 		$198K Buy
+5,685
New +$196K 0.01% 771
2019
Q1 		$49K Sell
1,448
-9,507
-87% -$305K 0.01% 983
2018
Q4 		$326K Buy
10,955
+837
+8% +$26.5K 0.02% 680
2018
Q3 		$331K Sell
10,118
-4,321
-30% -$138K 0.01% 839
2018
Q2 		$443K Sell
14,439
-16,266
-53% -$498K 0.02% 709
2018
Q1 		$980K Hold
30,705
– – 0.04% 399
2017
Q4 		$980K Sell
30,705
-4,678
-13% -$145K 0.04% 399
2017
Q3 		$1.07M Sell
35,383
-5,011
-12% -$149K 0.04% 426
2017
Q2 		$1.18M Sell
40,394
-9,938
-20% -$290K 0.05% 385
2017
Q1 		$1.45M Sell
50,332
-19,565
-28% -$553K 0.06% 328
2016
Q4 		$1.92M Sell
69,897
-19,496
-22% -$526K 0.09% 236
2016
Q3 		$2.45M Buy
89,393
+20,342
+29% +$566K 0.13% 175
2016
Q2 		$1.91M Buy
69,051
+67,603
+4,669% +$1.81M 0.11% 218
2016
Q1 		$49K Sell
1,448
-24,758
-94% -$619K 0.01% 983
2015
Q4 		$657K Buy
+26,206
New +$654K 0.04% 410

Other funds holding OUSA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's OUSA Position: Q2 2024 in Review

IFP Advisors sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2024, closing a stake of 34 shares — an estimated $1.68K sold.

IFP Advisors first reported a position in OUSA in Q4 2015 and held it in 33 quarters. The position peaked at $2.45M in Q3 2016. 122 funds tracked by Wall St. Rank hold OUSA as of Q2 2024.

  • IFP Advisors reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • IFP Advisors sold 34 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2024, an estimated $1.68K.
  • IFP Advisors first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2015 and held it in 33 quarters.
  • IFP Advisors's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $2.45M in Q3 2016.
  • 122 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.