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

Schear Investment Advisers’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 		$1.09M Buy
+18,401
New +$1.12M 0.13% 107

Other funds holding OUSA

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TW
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
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
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Schear Investment Advisers's OUSA Position: Q3 2026 in Review

Schear Investment Advisers opened a new position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q3 2026: 18,401 shares worth $1.09M. The stake represents 0.13% of the portfolio and ranks #107 among its holdings.

17 funds tracked by Wall St. Rank hold OUSA as of Q3 2026.

  • Schear Investment Advisers held 18,401 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $1.09M as of Q3 2026.
  • ALPS O'Shares U.S. Quality Dividend ETF was a new Schear Investment Advisers position in Q3 2026.
  • ALPS O'Shares U.S. Quality Dividend ETF made up 0.13% of Schear Investment Advisers's portfolio in Q3 2026, its #107 holding.
  • 17 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2026.

Based on Schear Investment Advisers's 13F filing for Q3 2026, filed 14 Oct 2026.