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Realta Investment Advisors’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-1,795
Closed -$51K – 1052
2019
Q4 		$51K Hold
1,795
– – 0.01% 659
2019
Q3 		$51K Buy
+1,795
New +$49.3K 0.01% 669

Other funds holding OUSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Realta Investment Advisors's OUSM Position: Q1 2020 in Review

Realta Investment Advisors sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q1 2020, closing a stake of 1,795 shares — an estimated $51K sold.

Realta Investment Advisors first reported a position in OUSM in Q3 2019 and held it in 2 quarters. The position peaked at $51K in Q4 2019. 31 funds tracked by Wall St. Rank hold OUSM as of Q1 2020.

  • Realta Investment Advisors reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,795 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2020, an estimated $51K.
  • Realta Investment Advisors first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2019 and held it in 2 quarters.
  • Realta Investment Advisors's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $51K in Q4 2019.
  • 31 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.