Independent Advisor Alliance’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Independent Advisor Alliance’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
2026 Q2	–	Sell	-29,652	Closed	-$1.65M	–	1454
2026 Q1	$1.65M	Buy	+29,652	New	+$1.72M	0.02%	621
2025 Q1	–	Sell	-33,697	Closed	-$1.79M	–	1187
2024 Q4	$1.79M	Buy	+33,697	New	+$1.83M	0.02%	538
2020 Q1	–	Sell	-14,255	Closed	-$522K	–	714
2019 Q4	$522K	Buy	+14,255	New	+$505K	0.02%	522

Other funds holding OUSA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Independent Advisor Alliance's OUSA Position: Q2 2026 in Review

Independent Advisor Alliance sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2026, closing a stake of 29,652 shares — an estimated $1.65M sold.

Independent Advisor Alliance first reported a position in OUSA in Q4 2019 and held it in 3 quarters. The position peaked at $1.79M in Q4 2024. 130 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

Independent Advisor Alliance reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 29,652 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2026, an estimated $1.65M.
Independent Advisor Alliance first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $1.79M in Q4 2024.
130 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.