WealthPlan Investment Management’s ALPS O'Shares US Quality Dividend ETF OUSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.92M	Buy	35,623 +1,482	+4%	+$80K	0.14%	128
2025 Q1	$1.82M	Sell	34,141 -521	-2%	-$27.7K	0.18%	104
2024 Q4	$1.84M	Buy	34,662 +770	+2%	+$40.9K	0.18%	105
2024 Q3	$1.83M	Buy	+33,892	New	+$1.83M	0.19%	102
2022 Q1	$408K	Buy	+9,700	New	+$408K	0.03%	277