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

Wisconsin Wealth 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
2025
Q4 		– Sell
-5,592
Closed -$316K – 89
2025
Q3 		$316K Buy
+5,592
New +$309K 0.3% 76

Other funds holding OUSA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wisconsin Wealth Advisors's OUSA Position: Q4 2025 in Review

Wisconsin Wealth Advisors sold out of ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q4 2025, closing a stake of 5,592 shares — an estimated $316K sold.

Wisconsin Wealth Advisors first reported a position in OUSA in Q3 2025 and held it in 1 quarter. The position peaked at $316K in Q3 2025. 136 funds tracked by Wall St. Rank hold OUSA as of Q4 2025.

  • Wisconsin Wealth Advisors reported no remaining ALPS O'Shares U.S. Quality Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Wisconsin Wealth Advisors sold 5,592 ALPS O'Shares U.S. Quality Dividend ETF shares in Q4 2025, an estimated $316K.
  • Wisconsin Wealth Advisors first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q3 2025 and held it in 1 quarter.
  • Wisconsin Wealth Advisors's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $316K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q4 2025.

Based on Wisconsin Wealth Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.