Jones Financial Companies
OEFA

Jones Financial Companies’s ALPS O'Shares International Developed Quality Dividend ETF OEFA Stock Holding History

Jones Financial Companies’s Portfolio OEFA Stock Details OEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,310
Closed -$106K – 3478
2024
Q3 		$106K Buy
+3,310
New +$102K ﹤0.01% 1375

Other funds holding OEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jones Financial Companies's OEFA Position: Q4 2024 in Review

Jones Financial Companies sold out of ALPS O'Shares International Developed Quality Dividend ETF (OEFA) in Q4 2024, closing a stake of 3,310 shares — an estimated $106K sold.

Jones Financial Companies first reported a position in OEFA in Q3 2024 and held it in 1 quarter. The position peaked at $106K in Q3 2024. 19 funds tracked by Wall St. Rank hold OEFA as of Q4 2024.

  • Jones Financial Companies reported no remaining ALPS O'Shares International Developed Quality Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Jones Financial Companies sold 3,310 ALPS O'Shares International Developed Quality Dividend ETF shares in Q4 2024, an estimated $106K.
  • Jones Financial Companies first reported a position in ALPS O'Shares International Developed Quality Dividend ETF in Q3 2024 and held it in 1 quarter.
  • Jones Financial Companies's ALPS O'Shares International Developed Quality Dividend ETF position peaked at $106K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held ALPS O'Shares International Developed Quality Dividend ETF as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.