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

Triad Wealth Partners’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
Q3 		– Sell
-35
Closed -$1.74K – 636
2024
Q2 		$1.74K Buy
+35
New +$1.7K ﹤0.01% 786

Other funds holding OUSA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Triad Wealth Partners's OUSA Position: Q3 2024 in Review

Triad Wealth Partners sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q3 2024, closing a stake of 35 shares — an estimated $1.74K sold.

Triad Wealth Partners first reported a position in OUSA in Q2 2024 and held it in 1 quarter. The position peaked at $1.74K in Q2 2024. 127 funds tracked by Wall St. Rank hold OUSA as of Q3 2024.

  • Triad Wealth Partners reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 35 ALPS O'Shares U.S. Quality Dividend ETF shares in Q3 2024, an estimated $1.74K.
  • Triad Wealth Partners first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $1.74K in Q2 2024.
  • 127 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.