PCA Investment Advisory Services’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

PCA Investment Advisory Services’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
2023 Q3	–	Sell	-455	Closed	-$20.1K	–	326
2023 Q2	$20.1K	Buy	+455	New	+$19.4K	0.01%	349

Other funds holding OUSA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCA Investment Advisory Services's OUSA Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q3 2023, closing a stake of 455 shares — an estimated $20.1K sold.

PCA Investment Advisory Services first reported a position in OUSA in Q2 2023 and held it in 1 quarter. The position peaked at $20.1K in Q2 2023. 109 funds tracked by Wall St. Rank hold OUSA as of Q3 2023.

PCA Investment Advisory Services reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 455 ALPS O'Shares U.S. Quality Dividend ETF shares in Q3 2023, an estimated $20.1K.
PCA Investment Advisory Services first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $20.1K in Q2 2023.
109 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.