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

Medallion Wealth Advisors’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	$199K	Sell	3,415 -300	-8%	-$17.3K	0.06%	241
2026 Q1	$207K	Hold	3,715	–	–	0.07%	245
2025 Q4	$214K	Hold	3,715	–	–	0.07%	234
2025 Q3	$210K	Hold	3,715	–	–	0.07%	225
2025 Q2	$203K	Hold	3,715	–	–	0.08%	225
2025 Q1	$197K	Hold	3,715	–	–	0.09%	202
2024 Q4	$197K	Buy	+3,715	New	+$201K	0.1%	191

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

Medallion Wealth Advisors's OUSA Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) stake by 8.1% in Q2 2026, selling an estimated $17.3K and leaving 3,415 shares worth $199K. The position accounts for 0.06% of the portfolio, ranked #241.

Medallion Wealth Advisors first reported a position in OUSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $214K in Q4 2025. 130 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

Medallion Wealth Advisors held 3,415 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $199K as of Q2 2026.
Medallion Wealth Advisors sold 300 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2026, an estimated $17.3K.
ALPS O'Shares U.S. Quality Dividend ETF made up 0.06% of Medallion Wealth Advisors's portfolio in Q2 2026, its #241 holding.
Medallion Wealth Advisors first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $214K in Q4 2025.
130 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.