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 Q2	$465K	Sell	7,972 -836	-9%	-$48.3K	0.06%	164
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 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

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

Madison Wealth Partners reduced its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) stake by 9.5% in Q2 2026, selling an estimated $48.3K and leaving 7,972 shares worth $465K. The position accounts for 0.06% of the portfolio, ranked #164.

Madison Wealth Partners first reported a position in OUSA in Q4 2025 and has held it in 3 quarters since. The position peaked at $490K in Q1 2026. 130 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

Madison Wealth Partners held 7,972 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $465K as of Q2 2026.
Madison Wealth Partners sold 836 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2026, an estimated $48.3K.
ALPS O'Shares U.S. Quality Dividend ETF made up 0.06% of Madison Wealth Partners's portfolio in Q2 2026, its #164 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 3 quarters since.
Madison Wealth Partners's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $490K 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 Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.