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

Spire 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
2021
Q4 		– Sell
-450
Closed -$19K – 2982
2021
Q3 		$19K Buy
+450
New +$19.5K ﹤0.01% 1878

Other funds holding OUSA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Spire Wealth Management's OUSA Position: Q4 2021 in Review

Spire Wealth Management sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q4 2021, closing a stake of 450 shares — an estimated $19K sold.

Spire Wealth Management first reported a position in OUSA in Q3 2021 and held it in 1 quarter. The position peaked at $19K in Q3 2021. 97 funds tracked by Wall St. Rank hold OUSA as of Q4 2021.

  • Spire Wealth Management reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 450 ALPS O'Shares U.S. Quality Dividend ETF shares in Q4 2021, an estimated $19K.
  • Spire Wealth Management first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2021 and held it in 1 quarter.
  • Spire Wealth Management's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $19K in Q3 2021.
  • 97 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.