Wealth Enhancement Advisory Services’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Wealth Enhancement Advisory Services’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	$1.15M	Sell	19,340 -55	-0.3%	-$3.18K	﹤0.01%	1973
2026 Q1	$1.08M	Sell	19,395 -49,105	-72%	-$2.85M	﹤0.01%	1742
2025 Q4	$3.99M	Buy	68,500 +31	+0%	+$1.76K	0.01%	1134
2025 Q3	$3.88M	Sell	68,469 -689	-1%	-$38.1K	0.01%	1083
2025 Q2	$3.79M	Buy	69,158 +333	+0.5%	+$17.4K	0.01%	1023
2025 Q1	$3.66M	Sell	68,825 -508	-0.7%	-$27.3K	0.01%	948
2024 Q4	$3.68M	Buy	69,333 +33	+0%	+$1.79K	0.01%	912
2024 Q3	$3.74M	Sell	69,300 -1,650	-2%	-$85K	0.01%	823
2024 Q2	$3.52M	Buy	70,950 +19,742	+39%	+$958K	0.01%	795
2024 Q1	$2.53M	Sell	51,208 -10,700	-17%	-$511K	0.01%	865
2023 Q4	$2.85M	Sell	61,908 -1,205	-2%	-$52.4K	0.01%	780
2023 Q3	$2.65M	Buy	+63,113	New	+$2.77M	0.01%	763

Other funds holding OUSA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Wealth Enhancement Advisory Services's OUSA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) stake by 0.28% in Q2 2026, selling an estimated $3.18K and leaving 19,340 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Wealth Enhancement Advisory Services first reported a position in OUSA in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.99M in Q4 2025. 130 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

Wealth Enhancement Advisory Services held 19,340 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $1.15M as of Q2 2026.
Wealth Enhancement Advisory Services sold 55 ALPS O'Shares U.S. Quality Dividend ETF shares in Q2 2026, an estimated $3.18K.
ALPS O'Shares U.S. Quality Dividend ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1973 holding.
Wealth Enhancement Advisory Services first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $3.99M in Q4 2025.
130 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.