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Newbridge Financial Services Group’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-11,161
Closed -$631K – 1370
2025
Q3 		$631K Buy
11,161
+435
+4% +$24K 0.09% 159
2025
Q2 		$579K Buy
+10,726
New +$561K 0.09% 166

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Newbridge Financial Services Group's OUSA Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q4 2025, closing a stake of 11,161 shares — an estimated $631K sold.

Newbridge Financial Services Group first reported a position in OUSA in Q2 2025 and held it in 2 quarters. The position peaked at $631K in Q3 2025. 136 funds tracked by Wall St. Rank hold OUSA as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 11,161 ALPS O'Shares U.S. Quality Dividend ETF shares in Q4 2025, an estimated $631K.
  • Newbridge Financial Services Group first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $631K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.