Winslow Evans & Crocker’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Winslow Evans & Crocker’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 Q4	$10K	Buy	265 +185	+231%	+$6.86K	﹤0.01%	951
2020 Q3	$3K	Hold	80	–	–	﹤0.01%	959
2020 Q2	$3K	Hold	80	–	–	﹤0.01%	985
2020 Q1	$4K	Hold	80	–	–	﹤0.01%	913
2019 Q4	$4K	Hold	80	–	–	﹤0.01%	1010
2019 Q3	$4K	Hold	80	–	–	﹤0.01%	1000
2019 Q2	$4K	Hold	80	–	–	﹤0.01%	1012
2019 Q1	$4K	Buy	+80	New	+$2.57K	﹤0.01%	1029
2017 Q3	–	Sell	-100	Closed	-$2.92K	–	1211
2017 Q2	$2.92K	Hold	100	–	–	﹤0.01%	1139
2017 Q1	$2.88K	Hold	100	–	–	﹤0.01%	1111
2016 Q4	$2.75K	Hold	100	–	–	﹤0.01%	1114
2016 Q3	$2.74K	Buy	+100	New	+$2.78K	﹤0.01%	1149

Other funds holding OUSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Winslow Evans & Crocker's OUSA Position: Q4 2020 in Review

Winslow Evans & Crocker increased its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) stake by 231% in Q4 2020, buying an estimated $6.86K and bringing the position to 265 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Winslow Evans & Crocker first reported a position in OUSA in Q3 2016 and has held it in 12 quarters since. 88 funds tracked by Wall St. Rank hold OUSA as of Q4 2020.

Winslow Evans & Crocker held 265 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $10K as of Q4 2020.
Winslow Evans & Crocker bought 185 ALPS O'Shares U.S. Quality Dividend ETF shares in Q4 2020, an estimated $6.86K.
ALPS O'Shares U.S. Quality Dividend ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #951 holding.
Winslow Evans & Crocker first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2016 and has held it in 12 quarters since.
88 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.