Salem Investment Counselors’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Salem Investment Counselors’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
2026 Q3	–	Sell	-1,250	Closed	-$72.9K	–	921
2026 Q2	$72.9K	Hold	1,250	–	–	﹤0.01%	550
2026 Q1	$69.6K	Buy	+1,250	New	+$72.5K	﹤0.01%	536
2025 Q4	–	Sell	-1,350	Closed	-$76.3K	–	909
2025 Q3	$76.3K	Hold	1,350	–	–	﹤0.01%	519
2025 Q2	$72.9K	Buy	1,350 +100	+8%	+$5.23K	﹤0.01%	518
2025 Q1	$66.5K	Sell	1,250 -200	-14%	-$10.8K	﹤0.01%	523
2024 Q4	$77K	Hold	1,450	–	–	﹤0.01%	498
2024 Q3	$78.3K	Buy	1,450 +100	+7%	+$5.15K	﹤0.01%	495
2024 Q2	$67K	Buy	+1,350	New	+$65.5K	﹤0.01%	511

Other funds holding OUSA

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

DCM

Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

Salem Investment Counselors's OUSA Position: Q3 2026 in Review

Salem Investment Counselors sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q3 2026, closing a stake of 1,250 shares — an estimated $72.9K sold.

Salem Investment Counselors first reported a position in OUSA in Q2 2024 and held it in 8 quarters. The position peaked at $78.3K in Q3 2024. 17 funds tracked by Wall St. Rank hold OUSA as of Q3 2026.

Salem Investment Counselors reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q3 2026 after selling out during the quarter.
Salem Investment Counselors sold 1,250 ALPS O'Shares U.S. Quality Dividend ETF shares in Q3 2026, an estimated $72.9K.
Salem Investment Counselors first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q2 2024 and held it in 8 quarters.
Salem Investment Counselors's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $78.3K in Q3 2024.
17 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.