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

Koshinski Asset 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
2018 Q3	–	Sell	-7,974	Closed	-$245K	–	541
2018 Q2	$245K	Buy	7,974 +1,247	+19%	+$38.1K	0.07%	324
2018 Q1	$205K	Sell	6,727 -669	-9%	-$21.1K	0.06%	349
2017 Q4	$236K	Sell	7,396 -3,691	-33%	-$115K	0.06%	383
2017 Q3	$335K	Buy	11,087 +271	+3%	+$8.05K	0.11%	265
2017 Q2	$316K	Buy	10,816 +30	+0.3%	+$875	0.12%	264
2017 Q1	$311K	Buy	10,786 +52	+0.5%	+$1.47K	0.12%	241
2016 Q4	$295K	Buy	10,734 +302	+3%	+$8.15K	0.15%	218
2016 Q3	$286K	Buy	+10,432	New	+$290K	0.14%	222

Other funds holding OUSA

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Koshinski Asset Management's OUSA Position: Q3 2018 in Review

Koshinski Asset Management sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q3 2018, closing a stake of 7,974 shares — an estimated $245K sold.

Koshinski Asset Management first reported a position in OUSA in Q3 2016 and held it in 8 quarters. The position peaked at $335K in Q3 2017. 54 funds tracked by Wall St. Rank hold OUSA as of Q3 2018.

Koshinski Asset Management reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q3 2018 after selling out during the quarter.
Koshinski Asset Management sold 7,974 ALPS O'Shares U.S. Quality Dividend ETF shares in Q3 2018, an estimated $245K.
Koshinski Asset Management first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2016 and held it in 8 quarters.
Koshinski Asset Management's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $335K in Q3 2017.
54 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2018.

Based on Koshinski Asset Management's 13F filing for Q3 2018, filed 15 Nov 2018.