Matthew Hamilton Rosenberg’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$18.9K	Hold	318	–	–	﹤0.01%	568
2026 Q2	$18.5K	Hold	318	–	–	﹤0.01%	557
2026 Q1	$17.7K	Hold	318	–	–	﹤0.01%	551
2025 Q4	$18.3K	Hold	318	–	–	﹤0.01%	557
2025 Q3	$18K	Hold	318	–	–	﹤0.01%	557
2025 Q2	$17.2K	Hold	318	–	–	﹤0.01%	590
2025 Q1	$16.9K	Hold	318	–	–	﹤0.01%	559
2024 Q4	$16.9K	Hold	318	–	–	﹤0.01%	563
2024 Q3	$17.2K	Buy	+318	New	+$16.4K	﹤0.01%	564

Other funds holding OUSA

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Grandview Asset Management Harrisburg, Pennsylvania $361M AUM 32.56% 1-Year Est. Return

Matthew Hamilton Rosenberg's OUSA Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) position steady in Q3 2026 at 318 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Matthew Hamilton Rosenberg first reported a position in OUSA in Q3 2024 and has held it in 9 quarters since. 35 funds tracked by Wall St. Rank hold OUSA as of Q3 2026.

Matthew Hamilton Rosenberg held 318 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $18.9K as of Q3 2026.
Matthew Hamilton Rosenberg left its ALPS O'Shares U.S. Quality Dividend ETF share count unchanged in Q3 2026.
ALPS O'Shares U.S. Quality Dividend ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #568 holding.
Matthew Hamilton Rosenberg first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2024 and has held it in 9 quarters since.
35 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.