Secure Asset Management’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Secure Asset Management’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
2024 Q4	–	Sell	-20,837	Closed	-$1.13M	–	339
2024 Q3	$1.13M	Buy	20,837 +1,112	+6%	+$57.3K	0.19%	122
2024 Q2	$979K	Sell	19,725 -14,723	-43%	-$714K	0.19%	120
2024 Q1	$1.7M	Buy	34,448 +2,810	+9%	+$134K	0.4%	54
2023 Q4	$1.46M	Buy	+31,638	New	+$1.38M	0.39%	57

Other funds holding OUSA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

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

Secure Asset Management sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q4 2024, closing a stake of 20,837 shares — an estimated $1.13M sold.

Secure Asset Management first reported a position in OUSA in Q4 2023 and held it in 4 quarters. The position peaked at $1.7M in Q1 2024. 129 funds tracked by Wall St. Rank hold OUSA as of Q4 2024.

Secure Asset Management reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q4 2024 after selling out during the quarter.
Secure Asset Management sold 20,837 ALPS O'Shares U.S. Quality Dividend ETF shares in Q4 2024, an estimated $1.13M.
Secure Asset Management first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2023 and held it in 4 quarters.
Secure Asset Management's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $1.7M in Q1 2024.
129 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2024.

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