Kingsview Wealth Management’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Kingsview Wealth 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
2026 Q2	$550K	Sell	9,424 -1,510	-14%	-$87.2K	0.01%	940
2026 Q1	$609K	Sell	10,934 -2,525	-19%	-$147K	0.01%	837
2025 Q4	$777K	Buy	13,459 +15	+0.1%	+$851	0.01%	706
2025 Q3	$760K	Buy	13,444 +14	+0.1%	+$774	0.01%	676
2025 Q2	$725K	Sell	13,430 -384	-3%	-$20.1K	0.01%	661
2025 Q1	$735K	Buy	13,814 +16	+0.1%	+$861	0.01%	622
2024 Q4	$733K	Buy	13,798 +40	+0.3%	+$2.17K	0.01%	632
2024 Q3	$743K	Buy	13,758 +391	+3%	+$20.1K	0.02%	604
2024 Q2	$663K	Sell	13,367 -1,379	-9%	-$66.9K	0.02%	606
2024 Q1	$729K	Sell	14,746 -2,731	-16%	-$130K	0.02%	581
2023 Q4	$806K	Sell	17,477 -197	-1%	-$8.57K	0.02%	524
2023 Q3	$741K	Buy	17,674 +227	+1%	+$9.95K	0.03%	515
2023 Q2	$767K	Buy	17,447 +3,863	+28%	+$164K	0.03%	485
2023 Q1	$573K	Sell	13,584 -68	-0.5%	-$2.83K	0.02%	537
2022 Q4	$566K	Sell	13,652 -4,798	-26%	-$195K	0.02%	476
2022 Q3	$683K	Sell	18,450 -425	-2%	-$17.3K	0.03%	424
2022 Q2	$762K	Sell	18,875 -250	-1%	-$10.5K	0.04%	435
2022 Q1	$841K	Sell	19,125 -750	-4%	-$32.9K	0.04%	436
2021 Q4	$926K	Sell	19,875 -1,435	-7%	-$63.5K	0.04%	426
2021 Q3	$887K	Buy	21,310 +28	+0.1%	+$1.21K	0.04%	405
2021 Q2	$899K	Sell	21,282 -33	-0.2%	-$1.37K	0.04%	407
2021 Q1	$853K	Buy	21,315 +5,755	+37%	+$221K	0.05%	374
2020 Q4	$596K	Sell	15,560 -710	-4%	-$26.3K	0.04%	407
2020 Q3	$590K	Sell	16,270 -3,300	-17%	-$118K	0.05%	330
2020 Q2	$647K	Sell	19,570 -9,960	-34%	-$320K	0.06%	279
2020 Q1	$857K	Buy	+29,530	New	+$1.01M	0.12%	198

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Kingsview Wealth Management's OUSA Position: Q2 2026 in Review

Kingsview Wealth Management reduced its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) stake by 14% in Q2 2026, selling an estimated $87.2K and leaving 9,424 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #940.

Kingsview Wealth Management first reported a position in OUSA in Q1 2020 and has held it in 26 quarters since. The position peaked at $926K in Q4 2021. 130 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

Kingsview Wealth Management held 9,424 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $550K as of Q2 2026.
Kingsview Wealth Management sold 1,510 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2026, an estimated $87.2K.
ALPS O'Shares U.S. Quality Dividend ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #940 holding.
Kingsview Wealth Management first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q1 2020 and has held it in 26 quarters since.
Kingsview Wealth Management's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $926K in Q4 2021.
130 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.