OUSA — ALPS ETF TR

Ownership history in Asset Dedication, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Asset Dedication, LLC reported a position in ALPS ETF TR (OUSA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 475 — — 0.00% $27K $56.21
% of Fund (quarterly)    OUSA price (monthly, adj. close)

Other funds also holding OUSA

As of 2025 Q4 — sorted by position size

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2.65% MGO ONE SEVEN LLC 3Y 7Y 0.32% Symphony Financial Services, Inc. 0.3% Apollon Financial, LLC 0.25% Sovereign Financial Group, Inc. 3Y 0.22% Tempo Wealth, LLC 0.2% Grandview Asset Management LLC 3Y 7Y 0.19% Intrepid Financial Planning Group LLC 3Y 0.19% Capstone Wealth Management Group LLC 0.18% Park Edge Advisors, LLC 0.17%
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