MA
OUSA icon

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

MONECO 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
2022
Q1 		– Sell
-5,062
Closed -$225K – 253
2021
Q4 		$225K Buy
+5,062
New +$224K 0.08% 221

Other funds holding OUSA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

MONECO Advisors's OUSA Position: Q1 2022 in Review

MONECO Advisors sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q1 2022, closing a stake of 5,062 shares — an estimated $225K sold.

MONECO Advisors first reported a position in OUSA in Q4 2021 and held it in 1 quarter. The position peaked at $225K in Q4 2021. 103 funds tracked by Wall St. Rank hold OUSA as of Q1 2022.

  • MONECO Advisors reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • MONECO Advisors sold 5,062 ALPS O'Shares U.S. Quality Dividend ETF shares in Q1 2022, an estimated $225K.
  • MONECO Advisors first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2021 and held it in 1 quarter.
  • MONECO Advisors's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $225K in Q4 2021.
  • 103 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2022.

Based on MONECO Advisors's 13F filing for Q1 2022, filed 9 May 2022.