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

UBS AM’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 		$472K Hold
8,100
– – ﹤0.01% 2560
2026
Q1 		$451K Buy
+8,100
New +$470K ﹤0.01% 2580

Other funds holding OUSA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

UBS AM's OUSA Position: Q2 2026 in Review

UBS AM held its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) position steady in Q2 2026 at 8,100 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

UBS AM first reported a position in OUSA in Q1 2026 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

  • UBS AM held 8,100 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $472K as of Q2 2026.
  • UBS AM left its ALPS O'Shares U.S. Quality Dividend ETF share count unchanged in Q2 2026.
  • ALPS O'Shares U.S. Quality Dividend ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2560 holding.
  • UBS AM first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.