Wipfli Financial Advisors’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$3K	Buy	+86	New	+$3.51K	﹤0.01%	2225

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

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

RJFSA

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

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

KAS

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

RJA

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

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

Wipfli Financial Advisors's OUSA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q3 2022: 86 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2225 among its holdings.

95 funds tracked by Wall St. Rank hold OUSA as of Q3 2022.

Wipfli Financial Advisors held 86 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $3K as of Q3 2022.
ALPS O'Shares U.S. Quality Dividend ETF was a new Wipfli Financial Advisors position in Q3 2022.
ALPS O'Shares U.S. Quality Dividend ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2225 holding.
95 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.