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Institutional & Family Asset Management’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Institutional & Family Asset 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
2020
Q4 		– Sell
-2,780
Closed -$101K – 909
2020
Q3 		$101K Sell
2,780
-3,690
-57% -$132K 0.02% 227
2020
Q2 		$214K Buy
+6,470
New +$208K 0.04% 167

Other funds holding OUSA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Institutional & Family Asset Management's OUSA Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q4 2020, closing a stake of 2,780 shares — an estimated $101K sold.

Institutional & Family Asset Management first reported a position in OUSA in Q2 2020 and held it in 2 quarters. The position peaked at $214K in Q2 2020. 88 funds tracked by Wall St. Rank hold OUSA as of Q4 2020.

  • Institutional & Family Asset Management reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 2,780 ALPS O'Shares U.S. Quality Dividend ETF shares in Q4 2020, an estimated $101K.
  • Institutional & Family Asset Management first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q2 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $214K in Q2 2020.
  • 88 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.