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

Mercer Global 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	$384K	Buy	6,576 +12	+0.2%	+$693	﹤0.01%	2554
2026 Q1	$365K	Buy	6,564 +12	+0.2%	+$696	﹤0.01%	2248
2025 Q4	$378K	Buy	6,552 +11	+0.2%	+$624	﹤0.01%	2064
2025 Q3	$370K	Sell	6,541 -202	-3%	-$11.2K	﹤0.01%	1945
2025 Q2	$364K	Buy	6,743 +113	+2%	+$5.91K	﹤0.01%	1741
2025 Q1	$353K	Sell	6,630 -1,474	-18%	-$79.4K	﹤0.01%	1672
2024 Q4	$430K	Buy	8,104 +2,578	+47%	+$140K	﹤0.01%	1529
2024 Q3	$298K	Hold	5,526	–	–	﹤0.01%	1613
2024 Q2	$274K	Buy	+5,526	New	+$268K	﹤0.01%	1622
2023 Q3	–	Sell	-5,562	Closed	-$245K	–	2036
2023 Q2	$245K	Buy	+5,562	New	+$237K	﹤0.01%	1629

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

Mercer Global Advisors's OUSA Position: Q2 2026 in Review

Mercer Global Advisors increased its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) stake by 0.18% in Q2 2026, buying an estimated $693 and bringing the position to 6,576 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

Mercer Global Advisors first reported a position in OUSA in Q2 2023 and has held it in 10 quarters since. The position peaked at $430K in Q4 2024. 130 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

Mercer Global Advisors held 6,576 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $384K as of Q2 2026.
Mercer Global Advisors bought 12 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2026, an estimated $693.
ALPS O'Shares U.S. Quality Dividend ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2554 holding.
Mercer Global Advisors first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q2 2023 and has held it in 10 quarters since.
Mercer Global Advisors's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $430K in Q4 2024.
130 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.