RMP
OEFA

Richards, Merrill & Peterson’s ALPS O'Shares International Developed Quality Dividend ETF OEFA Stock Holding History

Richards, Merrill & Peterson’s Portfolio OEFA Stock Details OEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,824
Closed -$115K – 386
2025
Q1 		$115K Buy
3,824
+8
+0.2% +$238 0.06% 178
2024
Q4 		$105K Buy
+3,816
New +$113K 0.05% 184

Other funds holding OEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Richards, Merrill & Peterson's OEFA Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of ALPS O'Shares International Developed Quality Dividend ETF (OEFA) in Q2 2025, closing a stake of 3,824 shares — an estimated $115K sold.

Richards, Merrill & Peterson first reported a position in OEFA in Q4 2024 and held it in 2 quarters. The position peaked at $115K in Q1 2025. 16 funds tracked by Wall St. Rank hold OEFA as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining ALPS O'Shares International Developed Quality Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 3,824 ALPS O'Shares International Developed Quality Dividend ETF shares in Q2 2025, an estimated $115K.
  • Richards, Merrill & Peterson first reported a position in ALPS O'Shares International Developed Quality Dividend ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's ALPS O'Shares International Developed Quality Dividend ETF position peaked at $115K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held ALPS O'Shares International Developed Quality Dividend ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.