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NorthCrest Asset Manangement’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

NorthCrest Asset Manangement’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
Q1 		– Sell
-4,132
Closed -$219K – 620
2024
Q4 		$219K Hold
4,132
– – 0.01% 535
2024
Q3 		$223K Buy
+4,132
New +$213K 0.01% 521

Other funds holding OUSA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

NorthCrest Asset Manangement's OUSA Position: Q1 2025 in Review

NorthCrest Asset Manangement sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q1 2025, closing a stake of 4,132 shares — an estimated $219K sold.

NorthCrest Asset Manangement first reported a position in OUSA in Q3 2024 and held it in 2 quarters. The position peaked at $223K in Q3 2024. 126 funds tracked by Wall St. Rank hold OUSA as of Q1 2025.

  • NorthCrest Asset Manangement reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 4,132 ALPS O'Shares U.S. Quality Dividend ETF shares in Q1 2025, an estimated $219K.
  • NorthCrest Asset Manangement first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2024 and held it in 2 quarters.
  • NorthCrest Asset Manangement's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $223K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2025.

Based on NorthCrest Asset Manangement's 13F filing for Q1 2025, filed 16 Apr 2025.