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

Truist Financial’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
Q3 		$626K Buy
10,531
+1,225
+13% +$74.5K ﹤0.01% 2070
2026
Q2 		$543K Buy
9,306
+47
+0.5% +$2.72K ﹤0.01% 2151
2026
Q1 		$515K Sell
9,259
-73
-0.8% -$4.24K ﹤0.01% 2068
2025
Q4 		$538K Buy
9,332
+1,316
+16% +$74.7K ﹤0.01% 2007
2025
Q3 		$453K Sell
8,016
-157
-2% -$8.68K ﹤0.01% 2091
2025
Q2 		$441K Buy
8,173
+31
+0.4% +$1.62K ﹤0.01% 2016
2025
Q1 		$433K Sell
8,142
-10
-0.1% -$538 ﹤0.01% 1944
2024
Q4 		$433K Buy
8,152
+375
+5% +$20.3K ﹤0.01% 1961
2024
Q3 		$420K Buy
7,777
+958
+14% +$49.3K ﹤0.01% 1954
2024
Q2 		$338K Sell
6,819
-40
-0.6% -$1.94K ﹤0.01% 2230
2024
Q1 		$339K Buy
+6,859
New +$327K ﹤0.01% 2225
2022
Q1 		– Sell
-6,758
Closed -$315K – 2799
2021
Q4 		$315K Buy
6,758
+237
+4% +$10.5K ﹤0.01% 2325
2021
Q3 		$271K Sell
6,521
-107
-2% -$4.64K ﹤0.01% 2412
2021
Q2 		$279K Sell
6,628
-565
-8% -$23.4K ﹤0.01% 2410
2021
Q1 		$287K Buy
7,193
+10
+0.1% +$384 ﹤0.01% 2311
2020
Q4 		$275K Sell
7,183
-72
-1% -$2.67K ﹤0.01% 2214
2020
Q3 		$263K Sell
7,255
-74
-1% -$2.64K ﹤0.01% 2110
2020
Q2 		$242K Buy
7,329
+17
+0.2% +$546 ﹤0.01% 2087
2020
Q1 		$212K Sell
7,312
-433
-6% -$14.8K ﹤0.01% 2094
2019
Q4 		$284K Buy
+7,745
New +$275K ﹤0.01% 2184

Other funds holding OUSA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Caldwell Trust
Caldwell Trust Venice, Florida $1.26B AUM 21.65% 1-Year Est. Return
Apollon Financial
Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial's OUSA Position: Q3 2026 in Review

Truist Financial increased its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) stake by 13% in Q3 2026, buying an estimated $74.5K and bringing the position to 10,531 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

Truist Financial first reported a position in OUSA in Q4 2019 and has held it in 20 quarters since. 70 funds tracked by Wall St. Rank hold OUSA as of Q3 2026.

  • Truist Financial held 10,531 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $626K as of Q3 2026.
  • Truist Financial bought 1,225 ALPS O'Shares U.S. Quality Dividend ETF shares in Q3 2026, an estimated $74.5K.
  • ALPS O'Shares U.S. Quality Dividend ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2070 holding.
  • Truist Financial first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q4 2019 and has held it in 20 quarters since.
  • 70 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.