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

Madison 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
Q1 		$490K Buy
8,808
+3,542
+67% +$206K 0.08% 118
2025
Q4 		$304K Buy
+5,266
New +$299K 0.06% 146

Other funds holding OUSA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Madison Wealth Partners's OUSA Position: Q1 2026 in Review

Madison Wealth Partners increased its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) stake by 67% in Q1 2026, buying an estimated $206K and bringing the position to 8,808 shares worth $490K. The position accounts for 0.08% of the portfolio, ranked #118.

Madison Wealth Partners first reported a position in OUSA in Q4 2025 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold OUSA as of Q1 2026.

  • Madison Wealth Partners held 8,808 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $490K as of Q1 2026.
  • Madison Wealth Partners bought 3,542 ALPS O'Shares U.S. Quality Dividend ETF shares in Q1 2026, an estimated $206K.
  • ALPS O'Shares U.S. Quality Dividend ETF made up 0.08% of Madison Wealth Partners's portfolio in Q1 2026, its #118 holding.
  • Madison Wealth Partners first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.