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

NBT Bank’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 		– Sell
-212
Closed -$11.8K – 1133
2026
Q1 		$11.8K Buy
212
+154
+266% +$8.94K ﹤0.01% 657
2025
Q4 		$14K Buy
58
+1
+2% +$57 ﹤0.01% 634
2025
Q3 		$13.7K Sell
57
-185
-76% -$10.2K ﹤0.01% 650
2025
Q2 		$13.1K Hold
242
– – ﹤0.01% 635
2025
Q1 		$12.9K Hold
242
– – ﹤0.01% 633
2024
Q4 		$12.9K Sell
242
-1,000
-81% -$54.2K ﹤0.01% 637
2024
Q3 		$67.1K Hold
1,242
– – ﹤0.01% 490
2024
Q2 		$61.6K Hold
1,242
– – ﹤0.01% 395
2024
Q1 		$61.4K Hold
1,242
– – ﹤0.01% 398
2023
Q4 		$57.2K Buy
+1,242
New +$54.1K ﹤0.01% 401

Other funds holding OUSA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

NBT Bank's OUSA Position: Q2 2026 in Review

NBT Bank sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2026, closing a stake of 212 shares — an estimated $11.8K sold.

NBT Bank first reported a position in OUSA in Q4 2023 and held it in 10 quarters. The position peaked at $67.1K in Q3 2024. 130 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

  • NBT Bank reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • NBT Bank sold 212 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2026, an estimated $11.8K.
  • NBT Bank first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2023 and held it in 10 quarters.
  • NBT Bank's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $67.1K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.