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

SHP 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
2026
Q2 		$11.5K Hold
197
– – ﹤0.01% 926
2026
Q1 		$11K Hold
197
– – ﹤0.01% 879
2025
Q4 		$11.4K Buy
+197
New +$11.2K ﹤0.01% 804

Other funds holding OUSA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CT
Caldwell Trust Venice, Florida $1.24B AUM 28.29% 1-Year Est. Return

SHP Wealth Management's OUSA Position: Q2 2026 in Review

SHP Wealth Management held its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) position steady in Q2 2026 at 197 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

SHP Wealth Management first reported a position in OUSA in Q4 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

  • SHP Wealth Management held 197 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $11.5K as of Q2 2026.
  • SHP Wealth Management left its ALPS O'Shares U.S. Quality Dividend ETF share count unchanged in Q2 2026.
  • ALPS O'Shares U.S. Quality Dividend ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #926 holding.
  • SHP Wealth Management first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.