Capstone Wealth Management Group, Inc.’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Capstone Wealth Management Group, Inc.’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	$264K	Buy	+4,530	New	+$262K	0.16%	103

Other funds holding OUSA

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Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s OUSA Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2026: 4,530 shares worth $264K. The stake represents 0.16% of the portfolio and ranks #103 among its holdings.

47 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

Capstone Wealth Management Group, Inc. held 4,530 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $264K as of Q2 2026.
ALPS O'Shares U.S. Quality Dividend ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
ALPS O'Shares U.S. Quality Dividend ETF made up 0.16% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #103 holding.
47 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.