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

NewEdge Wealth’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	$207K	Hold	3,714	–	–	﹤0.01%	1082
2025 Q4	$214K	Sell	3,714 -3,135	-46%	-$178K	﹤0.01%	1127
2025 Q3	$383K	Buy	6,849 +1	+0%	+$55	0.01%	816
2025 Q2	$372K	Sell	6,848 -74	-1%	-$3.87K	0.01%	777
2025 Q1	$368K	Buy	6,922 +1	+0%	+$54	0.01%	727
2024 Q4	$368K	Sell	6,921 -476	-6%	-$25.8K	0.01%	711
2024 Q3	$399K	Buy	+7,397	New	+$381K	0.01%	668

Other funds holding OUSA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 New York $56.4B AUM 24.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Wealth's OUSA Position: Q1 2026 in Review

NewEdge Wealth held its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) position steady in Q1 2026 at 3,714 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

NewEdge Wealth first reported a position in OUSA in Q3 2024 and has held it in 7 quarters since. The position peaked at $399K in Q3 2024. 136 funds tracked by Wall St. Rank hold OUSA as of Q1 2026.

NewEdge Wealth held 3,714 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $207K as of Q1 2026.
NewEdge Wealth left its ALPS O'Shares U.S. Quality Dividend ETF share count unchanged in Q1 2026.
ALPS O'Shares U.S. Quality Dividend ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1082 holding.
NewEdge Wealth first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2024 and has held it in 7 quarters since.
NewEdge Wealth's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $399K in Q3 2024.
136 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.