Mercer Global Advisors
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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
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

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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 $4.98B AUM 22.72% 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 $26.4B AUM 21.05% 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