PCS
OUSA icon

Personal CFO Solutions’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Personal CFO Solutions’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
2024
Q3 		– Sell
-7,482
Closed -$371K – 587
2024
Q2 		$371K Sell
7,482
-450
-6% -$21.8K 0.06% 321
2024
Q1 		$392K Sell
7,932
-1,118
-12% -$53.4K 0.06% 317
2023
Q4 		$417K Sell
9,050
-2,420
-21% -$105K 0.07% 282
2023
Q3 		$481K Sell
11,470
-1,454
-11% -$63.7K 0.1% 204
2023
Q2 		$569K Hold
12,924
– – 0.12% 179
2023
Q1 		$545K Buy
12,924
+351
+3% +$14.6K 0.11% 179
2022
Q4 		$521K Sell
12,573
-572
-4% -$23.3K 0.11% 184
2022
Q3 		$487K Hold
13,145
– – 0.12% 157
2022
Q2 		$530K Sell
13,145
-440
-3% -$18.5K 0.12% 148
2022
Q1 		$597K Buy
13,585
+467
+4% +$20.5K 0.12% 166
2021
Q4 		$611K Buy
13,118
+1,119
+9% +$49.6K 0.11% 171
2021
Q3 		$500K Buy
11,999
+1,432
+14% +$62.1K 0.1% 190
2021
Q2 		$444K Sell
10,567
-1,432
-12% -$59.3K 0.09% 208
2021
Q1 		$479K Hold
11,999
– – 0.1% 187
2020
Q4 		$459K Hold
11,999
– – 0.11% 180
2020
Q3 		$0 Sell
11,999
-954
-7% -$34K ﹤0.01% 277
2020
Q2 		$428K Hold
12,953
– – 0.13% 153
2020
Q1 		$376K Hold
12,953
– – 0.14% 144
2019
Q4 		$474K Hold
12,953
– – 0.14% 156
2019
Q3 		$450K Buy
+12,953
New +$446K 0.18% 145

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Personal CFO Solutions's OUSA Position: Q3 2024 in Review

Personal CFO Solutions sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q3 2024, closing a stake of 7,482 shares — an estimated $371K sold.

Personal CFO Solutions first reported a position in OUSA in Q3 2019 and held it in 20 quarters. The position peaked at $611K in Q4 2021. 127 funds tracked by Wall St. Rank hold OUSA as of Q3 2024.

  • Personal CFO Solutions reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 7,482 ALPS O'Shares U.S. Quality Dividend ETF shares in Q3 2024, an estimated $371K.
  • Personal CFO Solutions first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2019 and held it in 20 quarters.
  • Personal CFO Solutions's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $611K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2024.

Based on Personal CFO Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.