Symphony Financial Services’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Symphony Financial Services’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	$323K	Sell	5,537 -148	-3%	-$8.55K	0.15%	76
2026 Q1	$316K	Sell	5,685 -4,568	-45%	-$265K	0.16%	75
2025 Q4	$592K	Sell	10,253 -2,133	-17%	-$121K	0.3%	49
2025 Q3	$700K	Buy	12,386 +1,073	+9%	+$59.3K	0.38%	42
2025 Q2	$611K	Buy	11,313 +464	+4%	+$24.3K	0.36%	35
2025 Q1	$577K	Sell	10,849 -654	-6%	-$35.2K	0.38%	35
2024 Q4	$611K	Buy	11,503 +200	+2%	+$10.8K	0.49%	35
2024 Q3	$610K	Sell	11,303 -339	-3%	-$17.5K	0.52%	36
2024 Q2	$583K	Buy	+11,642	New	+$565K	0.5%	38

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

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

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

MOS

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

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

KAS

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Symphony Financial Services's OUSA Position: Q2 2026 in Review

Symphony Financial Services reduced its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) stake by 2.6% in Q2 2026, selling an estimated $8.55K and leaving 5,537 shares worth $323K. The position accounts for 0.15% of the portfolio, ranked #76.

Symphony Financial Services first reported a position in OUSA in Q2 2024 and has held it in 9 quarters since. The position peaked at $700K in Q3 2025. 130 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

Symphony Financial Services held 5,537 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $323K as of Q2 2026.
Symphony Financial Services sold 148 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2026, an estimated $8.55K.
ALPS O'Shares U.S. Quality Dividend ETF made up 0.15% of Symphony Financial Services's portfolio in Q2 2026, its #76 holding.
Symphony Financial Services first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $700K in Q3 2025.
130 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.