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

John Overdeck’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 Q1	–	Sell	-7,300	Closed	-$421K	–	4832
2025 Q4	$421K	Sell	7,300 -16,600	-69%	-$942K	﹤0.01%	3406
2025 Q3	$1.35M	Buy	23,900 +5,000	+26%	+$276K	﹤0.01%	2386
2025 Q2	$1.02M	Buy	+18,900	New	+$988K	﹤0.01%	2236

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 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

John Overdeck's OUSA Position: Q1 2026 in Review

John Overdeck sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q1 2026, closing a stake of 7,300 shares — an estimated $421K sold.

John Overdeck first reported a position in OUSA in Q2 2025 and held it in 3 quarters. The position peaked at $1.35M in Q3 2025. 136 funds tracked by Wall St. Rank hold OUSA as of Q1 2026.

John Overdeck reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q1 2026 after selling out during the quarter.
John Overdeck sold 7,300 ALPS O'Shares U.S. Quality Dividend ETF shares in Q1 2026, an estimated $421K.
John Overdeck first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q2 2025 and held it in 3 quarters.
John Overdeck's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $1.35M in Q3 2025.
136 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.