Secure Asset Management’s ALPS O'Shares International Developed Quality Dividend ETF OEFA Stock Holding History

Secure Asset Management’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
2024 Q4	–	Sell	-34,240	Closed	-$1.09M	–	338
2024 Q3	$1.09M	Buy	34,240 +3,512	+11%	+$108K	0.18%	127
2024 Q2	$930K	Sell	30,728 -17,853	-37%	-$535K	0.18%	123
2024 Q1	$1.46M	Sell	48,581 -2,356	-5%	-$68.4K	0.34%	66
2023 Q4	$1.44M	Buy	+50,937	New	+$1.36M	0.39%	59

Other funds holding OEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Secure Asset Management's OEFA Position: Q4 2024 in Review

Secure Asset Management sold out of ALPS O'Shares International Developed Quality Dividend ETF (OEFA) in Q4 2024, closing a stake of 34,240 shares — an estimated $1.09M sold.

Secure Asset Management first reported a position in OEFA in Q4 2023 and held it in 4 quarters. The position peaked at $1.46M in Q1 2024. 19 funds tracked by Wall St. Rank hold OEFA as of Q4 2024.

Secure Asset Management reported no remaining ALPS O'Shares International Developed Quality Dividend ETF position as of Q4 2024 after selling out during the quarter.
Secure Asset Management sold 34,240 ALPS O'Shares International Developed Quality Dividend ETF shares in Q4 2024, an estimated $1.09M.
Secure Asset Management first reported a position in ALPS O'Shares International Developed Quality Dividend ETF in Q4 2023 and held it in 4 quarters.
Secure Asset Management's ALPS O'Shares International Developed Quality Dividend ETF position peaked at $1.46M in Q1 2024.
19 funds tracked by Wall St. Rank held ALPS O'Shares International Developed Quality Dividend ETF as of Q4 2024.

Based on Secure Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.