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

Lake Point 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
2019 Q2	$13K	Hold	394	–	–	﹤0.01%	293
2019 Q1	$13K	Sell	394 -23,371	-98%	-$751K	﹤0.01%	293
2018 Q4	$713K	Buy	+23,765	New	+$753K	0.27%	64

Other funds holding OUSA

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

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

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

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

AIM

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

RJFSA

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

Lake Point Wealth Management's OUSA Position: Q2 2019 in Review

Lake Point Wealth Management held its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) position steady in Q2 2019 at 394 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Lake Point Wealth Management first reported a position in OUSA in Q4 2018 and has held it in 3 quarters since. The position peaked at $713K in Q4 2018. 81 funds tracked by Wall St. Rank hold OUSA as of Q2 2019.

Lake Point Wealth Management held 394 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $13K as of Q2 2019.
Lake Point Wealth Management left its ALPS O'Shares U.S. Quality Dividend ETF share count unchanged in Q2 2019.
ALPS O'Shares U.S. Quality Dividend ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #293 holding.
Lake Point Wealth Management first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2018 and has held it in 3 quarters since.
Lake Point Wealth Management's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $713K in Q4 2018.
81 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.