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Patriot Financial Group Insurance Agency’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio OUSM Stock Details OUSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-268
Closed -$6K – 1290
2018
Q4 		$6K Sell
268
-74
-22% -$1.91K ﹤0.01% 704
2018
Q3 		$10K Buy
+342
New +$9.68K 0.01% 631

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LPL Financial
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PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OUSM Position: Q1 2019 in Review

Patriot Financial Group Insurance Agency sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q1 2019, closing a stake of 268 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in OUSM in Q3 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 29 funds tracked by Wall St. Rank hold OUSM as of Q1 2019.

  • Patriot Financial Group Insurance Agency reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q1 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 268 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2019, an estimated $6K.
  • Patriot Financial Group Insurance Agency first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2018 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $10K in Q3 2018.
  • 29 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2019, filed 29 Apr 2019.