WhitTier Trust Company’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

WhitTier Trust Company’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	$60K	Hold	1,000	–	–	﹤0.01%	704
2026 Q1	$56K	Hold	1,000	–	–	﹤0.01%	702
2025 Q4	$58.2K	Hold	1,000	–	–	﹤0.01%	691
2025 Q3	$56.7K	Hold	1,000	–	–	﹤0.01%	665
2025 Q2	$54K	Hold	1,000	–	–	﹤0.01%	767
2025 Q1	$53.2K	Hold	1,000	–	–	﹤0.01%	753
2024 Q4	$53.1K	Hold	1,000	–	–	﹤0.01%	742
2024 Q3	$54K	Hold	1,000	–	–	﹤0.01%	735
2024 Q2	$49.6K	Buy	+1,000	New	+$48.5K	﹤0.01%	704

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

WhitTier Trust Company's OUSA Position: Q2 2026 in Review

WhitTier Trust Company held its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) position steady in Q2 2026 at 1,000 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

WhitTier Trust Company first reported a position in OUSA in Q2 2024 and has held it in 9 quarters since. 130 funds tracked by Wall St. Rank hold OUSA as of Q2 2026.

WhitTier Trust Company held 1,000 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $60K as of Q2 2026.
WhitTier Trust Company 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 WhitTier Trust Company's portfolio in Q2 2026, its #704 holding.
WhitTier Trust Company first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q2 2024 and has held it in 9 quarters since.
130 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.