Thurston Springer Miller Herd & Titak’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Thurston Springer Miller Herd & Titak’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	$2.39M	Sell	40,932 -43,017	-51%	-$2.49M	0.87%	21
2026 Q1	$4.67M	Sell	83,949 -47,719	-36%	-$2.77M	1.93%	4
2025 Q4	$7.6M	Buy	131,668 +73,618	+127%	+$4.18M	2.65%	5
2025 Q3	$3.28M	Sell	58,050 -463,130	-89%	-$25.6M	6.5%	1
2025 Q2	$28.1M	Buy	521,180 +56,383	+12%	+$2.95M	3.63%	3
2025 Q1	$24.7M	Buy	464,797 +16,654	+4%	+$897K	4.16%	3
2024 Q4	$23.8M	Buy	448,143 +209,056	+87%	+$11.3M	4.81%	3
2024 Q3	$12.9M	Sell	239,087 -75	-0%	-$3.86K	3.56%	2
2024 Q2	$11.9M	Buy	+239,162	New	+$11.6M	3.69%	2

Other funds holding OUSA

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Dorato Capital Management Denver, Colorado $147M AUM