SAG
OEFA

SageView Advisory Group’s ALPS O'Shares International Developed Quality Dividend ETF OEFA Stock Holding History

SageView Advisory Group’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
2026
Q1 		– Sell
-434
Closed -$14.5K – 1832
2025
Q4 		$14.5K Buy
+434
New +$14.4K ﹤0.01% 1568

Other funds holding OEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

SageView Advisory Group's OEFA Position: Q1 2026 in Review

SageView Advisory Group sold out of ALPS O'Shares International Developed Quality Dividend ETF (OEFA) in Q1 2026, closing a stake of 434 shares — an estimated $14.5K sold.

SageView Advisory Group first reported a position in OEFA in Q4 2025 and held it in 1 quarter. The position peaked at $14.5K in Q4 2025. 18 funds tracked by Wall St. Rank hold OEFA as of Q1 2026.

  • SageView Advisory Group reported no remaining ALPS O'Shares International Developed Quality Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 434 ALPS O'Shares International Developed Quality Dividend ETF shares in Q1 2026, an estimated $14.5K.
  • SageView Advisory Group first reported a position in ALPS O'Shares International Developed Quality Dividend ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's ALPS O'Shares International Developed Quality Dividend ETF position peaked at $14.5K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held ALPS O'Shares International Developed Quality Dividend ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.