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

WealthShield Partners’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
2021 Q3	–	Sell	-20,817	Closed	-$875K	–	569
2021 Q2	$875K	Sell	20,817 -7,566	-27%	-$313K	0.14%	112
2021 Q1	$1.13M	Sell	28,383 -11,043	-28%	-$424K	0.2%	88
2020 Q4	$1.51M	Sell	39,426 -11,554	-23%	-$428K	0.28%	82
2020 Q3	$1.85M	Buy	+50,980	New	+$1.82M	0.65%	39

Other funds holding OUSA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthShield Partners's OUSA Position: Q3 2021 in Review

WealthShield Partners sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q3 2021, closing a stake of 20,817 shares — an estimated $875K sold.

WealthShield Partners first reported a position in OUSA in Q3 2020 and held it in 4 quarters. The position peaked at $1.85M in Q3 2020. 85 funds tracked by Wall St. Rank hold OUSA as of Q3 2021.

WealthShield Partners reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 20,817 ALPS O'Shares U.S. Quality Dividend ETF shares in Q3 2021, an estimated $875K.
WealthShield Partners first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2020 and held it in 4 quarters.
WealthShield Partners's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $1.85M in Q3 2020.
85 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.