SALEM INVESTMENT COUNSELORS INC OUSA — ALPS ETF TR

Ownership history in SALEM INVESTMENT COUNSELORS INC  ·  8 quarters on record

AI Ownership Summary

SALEM INVESTMENT COUNSELORS INC reported ALPS ETF TR (OUSA) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows OUSA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OUSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SALEM INVESTMENT COUNSELORS INC's position in ALPS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OUSA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OUSA stock page SALEM INVESTMENT COUNSELORS INC fund profile SALEM INVESTMENT COUNSELORS INC full holdings
How SALEM INVESTMENT COUNSELORS INC held OUSA — position size vs. price
% of Fund (quarterly)    OUSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 1,250 — 0% 0.00% $73K 2026-07-14 $59.01
2026 Q1 REDUCED 7.4% +4.9% ❌ 1,250 -100 -7.4% 0.00% $70K 2026-04-13 $56.47
2025 Q3 UNCHANGED — — — 1,350 — 0% 0.00% $76K 2025-10-07 $55.84
2025 Q2 ADDED — — — 1,350 +100 +8.0% 0.00% $73K 2025-07-07 $53.42
2025 Q1 REDUCED 13.8% +1.8% ❌ 1,250 -200 -13.8% 0.00% $67K 2025-04-16 $49.07
2024 Q4 UNCHANGED — — — 1,450 — 0% 0.00% $77K 2025-01-13 $51.16
2024 Q3 ADDED — — — 1,450 +100 +7.4% 0.00% $78K 2024-10-15 $52.91
2024 Q2 INITIATED — — — 1,350 — — 0.00% $67K 2024-07-11 $48.86

🏢 Other funds also holding OUSA

As of 2026 Q2 — sorted by position size

Avant Capital LLC 3Y 1.27% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.87% BXM Wealth LLC 0.62% KERR FINANCIAL PLANNING Corp 0.55% MGO ONE SEVEN LLC 3Y 7Y 0.26% Apollon Financial, LLC 0.2% Sovereign Financial Group, Inc. 3Y 0.2% Intrepid Financial Planning Group LLC 3Y 0.16% Tempo Wealth, LLC 0.16% Capstone Wealth Management Group, Inc. 0.16%

FAQ About SALEM INVESTMENT COUNSELORS INC and OUSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has SALEM INVESTMENT COUNSELORS INC reported owning OUSA?

SALEM INVESTMENT COUNSELORS INC reported OUSA across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported OUSA position in SALEM INVESTMENT COUNSELORS INC's portfolio?

The largest reported portfolio weight for OUSA was 0.00% in 2024 Q4.

What is the latest reported OUSA position on this page?

The most recent filing on this page is 2026 Q2, when SALEM INVESTMENT COUNSELORS INC reported 1,250 shares, equal to 0.00% of portfolio, with an estimated market value of $73K.

What does the chart on this OUSA ownership page compare?

The chart compares SALEM INVESTMENT COUNSELORS INC's quarterly OUSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SALEM INVESTMENT COUNSELORS INC time their OUSA position?

Based on 13F filing dates vs. subsequent OUSA price moves, SALEM INVESTMENT COUNSELORS INC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on OUSA relative to SPY over the holding period was +350.9%.

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