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Salomon & Ludwin’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Salomon & Ludwin’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
Q2 		– Sell
-167
Closed -$5K – 175
2020
Q1 		$5K Buy
+167
New +$5.72K ﹤0.01% 197

Other funds holding OUSA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Salomon & Ludwin's OUSA Position: Q2 2020 in Review

Salomon & Ludwin sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2020, closing a stake of 167 shares — an estimated $5K sold.

Salomon & Ludwin first reported a position in OUSA in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 76 funds tracked by Wall St. Rank hold OUSA as of Q2 2020.

  • Salomon & Ludwin reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • Salomon & Ludwin sold 167 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2020, an estimated $5K.
  • Salomon & Ludwin first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q1 2020 and held it in 1 quarter.
  • Salomon & Ludwin's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $5K in Q1 2020.
  • 76 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2020.

Based on Salomon & Ludwin's 13F filing for Q2 2020, filed 17 Jul 2020.