Institute for Wealth Management’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Institute for Wealth Management’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	$22.4K	Buy	+384	New	+$22.2K	﹤0.01%	1096
2021 Q3	–	Sell	-4,950	Closed	-$208K	–	498
2021 Q2	$208K	Buy	+4,950	New	+$205K	0.04%	456
2021 Q1	–	Sell	-5,650	Closed	-$216K	–	481
2020 Q4	$216K	Sell	5,650 -1,145	-17%	-$42.5K	0.04%	412
2020 Q3	$246K	Sell	6,795 -862	-11%	-$30.7K	0.06%	357
2020 Q2	$253K	Sell	7,657 -137	-2%	-$4.4K	0.06%	352
2020 Q1	$226K	Sell	7,794 -1,050	-12%	-$36K	0.07%	345
2019 Q4	$324K	Sell	8,844 -83	-0.9%	-$2.94K	0.07%	330
2019 Q3	$310K	Sell	8,927 -2,040	-19%	-$70.2K	0.08%	316
2019 Q2	$374K	Sell	10,967 -216	-2%	-$7.28K	0.08%	304
2019 Q1	$376K	Buy	11,183 +6	+0.1%	+$193	0.08%	287
2018 Q4	$336K	Buy	+11,177	New	+$354K	0.14%	186
2018 Q2	–	Sell	-10,315	Closed	-$311K	–	229
2018 Q1	$311K	Sell	10,315 -5,210	-34%	-$164K	0.09%	231
2017 Q4	$493K	Sell	15,525 -3,608	-19%	-$112K	0.11%	224
2017 Q3	$577K	Buy	19,133 +8,522	+80%	+$253K	0.19%	171
2017 Q2	$309K	Buy	+10,611	New	+$309K	0.09%	304

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

Institute for Wealth Management's OUSA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2026: 384 shares worth $22.4K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in OUSA as recently as Q2 2021.

Institute for Wealth Management first reported a position in OUSA in Q2 2017 and has held it in 15 quarters since. The position peaked at $577K in Q3 2017. 130 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

Institute for Wealth Management held 384 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $22.4K as of Q2 2026.
ALPS O'Shares U.S. Quality Dividend ETF was a new Institute for Wealth Management position in Q2 2026.
ALPS O'Shares U.S. Quality Dividend ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1096 holding.
Institute for Wealth Management first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q2 2017 and has held it in 15 quarters since.
Institute for Wealth Management's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $577K in Q3 2017.
130 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.