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

Valeo Financial Advisors’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
2020
Q2 		– Sell
-73
Closed -$2K – 2123
2020
Q1 		$2K Buy
+73
New +$2.5K ﹤0.01% 1558

Other funds holding OUSA

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Valeo Financial Advisors's OUSA Position: Q2 2020 in Review

Valeo Financial Advisors sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q2 2020, closing a stake of 73 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in OUSA in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 76 funds tracked by Wall St. Rank hold OUSA as of Q2 2020.

  • Valeo Financial Advisors reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 73 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2020, an estimated $2K.
  • Valeo Financial Advisors first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q1 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $2K in Q1 2020.
  • 76 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.