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

Mount Yale Investment 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
2025
Q3 		– Sell
-4
Closed -$216 – 1310
2025
Q2 		$216 Buy
+4
New +$209 ﹤0.01% 1452

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MOS
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Mount Yale Investment Advisors's OUSA Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q3 2025, closing a stake of 4 shares — an estimated $216 sold.

Mount Yale Investment Advisors first reported a position in OUSA in Q2 2025 and held it in 1 quarter. The position peaked at $216 in Q2 2025. 137 funds tracked by Wall St. Rank hold OUSA as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4 ALPS O'Shares U.S. Quality Dividend ETF shares in Q3 2025, an estimated $216.
  • Mount Yale Investment Advisors first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $216 in Q2 2025.
  • 137 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.