OUSA — ALPS ETF TR

Ownership history in Symphony Financial Services, Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which Symphony Financial Services, Inc. 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.

Peak position
0.52% (2024 Q3)
Avg. % of fund
0.42%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 10,253 -2,133 -17.2% 0.30% $592K $57.49
2025 Q3 ADDED 12,386 +1,073 +9.5% 0.38% $700K $56.14
2025 Q2 ADDED 11,313 +464 +4.3% 0.36% $611K $53.39
2025 Q1 REDUCED 10,849 -654 -5.7% 0.38% $577K $52.44
2024 Q4 ADDED 11,503 +200 +1.8% 0.49% $611K $52.15
2024 Q3 REDUCED 11,303 -339 -2.9% 0.52% $610K $52.82
2024 Q2 INITIATED 11,642 — — 0.50% $583K —
% 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% 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% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.15%
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