USA FINANCIAL FORMULAS’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

USA FINANCIAL FORMULAS’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	$554K	Buy	+9,500	New	+$549K	0.1%	80

Other funds holding OUSA

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

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

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

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

Caldwell Trust Venice, Florida $1.24B AUM 28.29% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

USA FINANCIAL FORMULAS's OUSA Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2026: 9,500 shares worth $554K. The stake represents 0.1% of the portfolio and ranks #80 among its holdings.

66 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

USA FINANCIAL FORMULAS held 9,500 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $554K as of Q2 2026.
ALPS O'Shares U.S. Quality Dividend ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
ALPS O'Shares U.S. Quality Dividend ETF made up 0.1% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #80 holding.
66 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.