Red Door Wealth Management’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Red Door Wealth Management’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
2020 Q3	–	Sell	-1,119	Closed	-$37K	–	315
2020 Q2	$37K	Buy	1,119 +9	+0.8%	+$289	0.03%	206
2020 Q1	$32K	Buy	+1,110	New	+$38K	0.03%	198

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Red Door Wealth Management's OUSA Position: Q3 2020 in Review

Red Door Wealth Management sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q3 2020, closing a stake of 1,119 shares — an estimated $37K sold.

Red Door Wealth Management first reported a position in OUSA in Q1 2020 and held it in 2 quarters. The position peaked at $37K in Q2 2020. 76 funds tracked by Wall St. Rank hold OUSA as of Q3 2020.

Red Door Wealth Management reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q3 2020 after selling out during the quarter.
Red Door Wealth Management sold 1,119 ALPS O'Shares U.S. Quality Dividend ETF shares in Q3 2020, an estimated $37K.
Red Door Wealth Management first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q1 2020 and held it in 2 quarters.
Red Door Wealth Management's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $37K in Q2 2020.
76 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2020.

Based on Red Door Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.