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

LeClair Wealth Partners’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 		– Sell
-5,183
Closed -$289K – 165
2026
Q1 		$289K Buy
+5,183
New +$301K 0.1% 89

Other funds holding OUSA

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LeClair Wealth Partners's OUSA Position: Q2 2026 in Review

LeClair Wealth Partners sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2026, closing a stake of 5,183 shares — an estimated $289K sold.

LeClair Wealth Partners first reported a position in OUSA in Q1 2026 and held it in 1 quarter. The position peaked at $289K in Q1 2026. 130 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

  • LeClair Wealth Partners reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 5,183 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2026, an estimated $289K.
  • LeClair Wealth Partners first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q1 2026 and held it in 1 quarter.
  • LeClair Wealth Partners's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $289K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.