Sheets Smith Wealth Management’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Sheets Smith Wealth 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	-12,362	Closed	-$668K	–	392
2024 Q3	$668K	Buy	12,362 +6,694	+118%	+$345K	0.08%	208
2024 Q2	$281K	Buy	+5,668	New	+$275K	0.03%	324
2023 Q4	–	Sell	-3,368	Closed	-$141K	–	445
2023 Q3	$141K	Buy	+3,368	New	+$148K	0.02%	327

Other funds holding OUSA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TSMHT

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Sheets Smith Wealth Management's OUSA Position: Q4 2024 in Review

Sheets Smith Wealth Management sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q4 2024, closing a stake of 12,362 shares — an estimated $668K sold.

Sheets Smith Wealth Management first reported a position in OUSA in Q3 2023 and held it in 3 quarters. The position peaked at $668K in Q3 2024. 129 funds tracked by Wall St. Rank hold OUSA as of Q4 2024.

Sheets Smith Wealth Management reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q4 2024 after selling out during the quarter.
Sheets Smith Wealth Management sold 12,362 ALPS O'Shares U.S. Quality Dividend ETF shares in Q4 2024, an estimated $668K.
Sheets Smith Wealth Management first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2023 and held it in 3 quarters.
Sheets Smith Wealth Management's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $668K in Q3 2024.
129 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.