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Kelly Financial Group’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Kelly Financial Group’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
2025
Q1 		– Sell
-6,752
Closed -$359K – 85
2024
Q4 		$359K Buy
+6,752
New +$366K 0.13% 49

Other funds holding OUSA

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Kelly Financial Group's OUSA Position: Q1 2025 in Review

Kelly Financial Group sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q1 2025, closing a stake of 6,752 shares — an estimated $359K sold.

Kelly Financial Group first reported a position in OUSA in Q4 2024 and held it in 1 quarter. The position peaked at $359K in Q4 2024. 126 funds tracked by Wall St. Rank hold OUSA as of Q1 2025.

  • Kelly Financial Group reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Kelly Financial Group sold 6,752 ALPS O'Shares U.S. Quality Dividend ETF shares in Q1 2025, an estimated $359K.
  • Kelly Financial Group first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2024 and held it in 1 quarter.
  • Kelly Financial Group's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $359K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2025.

Based on Kelly Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.