Purchases and Sales Made in Q2 2025 in Alps ETF Tr Oshares U S Qualit (OUSA)
This table provides information about the institutional ownership of Alps ETF Tr Oshares U S Qualit (OUSA) during Q2 2025. The information is specifically focused on institutions that hold shares of ALPS ETF TR OSHARES U S QUALIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
56.4K+ 12.13% |
$2.7M - $3.04M
|
521K
$28.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
55.6KNew |
$2.67M - $3M
|
55.6K
$3.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.5K+ 21.11% |
$1.41M - $1.59M
|
169K
$9.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.8K+ 5.61% |
$663K - $746K
|
260K
$14.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.8K+ 27.61% |
$662K - $745K
|
63.8K
$3.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9.93KNew |
$477K - $536K
|
9.93K
$552K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.25KNew |
$443K - $499K
|
9.25K
$513K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.37K+ 70.47% |
$353K - $398K
|
17.8K
$990K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.48K+ 2.52% |
$119K - $134K
|
101K
$5.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.48K+ 4.34% |
$71.1K - $80K
|
35.6K
$1.98M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.48K+ 7.38% |
$70.9K - $79.8K
|
21.5K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.22K+ 2.32% |
$58.4K - $65.8K
|
53.7K
$2.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
753+ 0.94% |
$36.1K - $40.7K
|
81.1K
$4.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
700+ 9.35% |
$33.6K - $37.8K
|
8.18K
$454K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
651+ 2.88% |
$31.2K - $35.2K
|
23.3K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
464+ 4.28% |
$22.3K - $25.1K
|
11.3K
$628K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
333+ 0.48% |
$16K - $18K
|
69.2K
$3.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
260+ 3.43% |
$12.5K - $14K
|
7.84K
$435K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
243+ 24.3% |
$11.7K - $13.1K
|
1.24K
$69K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 8.0% |
$4.8K - $5.4K
|
1.35K
$75K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
76+ 1.88% |
$3.65K - $4.1K
|
4.13K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
76+ 1.06% |
$3.65K - $4.1K
|
7.28K
$404K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
31+ 0.38% |
$1.49K - $1.67K
|
8.17K
$454K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
25+ 0.46% |
$1.2K - $1.35K
|
5.43K
$302K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
25+ 0.38% |
$1.2K - $1.35K
|
6.61K
$367K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
23+ 0.06% |
$1.1K - $1.24K
|
35.5K
$1.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14+ 0.37% |
$672 - $756
|
3.84K
$213K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 0.08% |
$624 - $702
|
16K
$887K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11+ 0.03% |
$528 - $594
|
41K
$2.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10+ 0.09% |
$480 - $540
|
11.2K
$623K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9+ 0.04% |
$432 - $486
|
21.7K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4New |
$192 - $216
|
4
$222
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.33% |
$144 - $162
|
919
$51K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.48% |
$95.9 - $108
|
418
$23.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.43% |
$95.9 - $108
|
469
$26K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.26% |
$48 - $54
|
380
$21.1K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$48 - $54
|
9.02K
$501K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.02% |
$48 - $54
|
5.09K
$283K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3- 10.71% |
$144 - $162
|
25
$1.39K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-23- 0.46% |
$1.1K - $1.24K
|
5.01K
$278K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-28- 0.42% |
$1.34K - $1.51K
|
6.72K
$373K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-74- 1.07% |
$3.55K - $4K
|
6.85K
$380K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-86- 0.31% |
$4.13K - $4.64K
|
27.4K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-125- 74.85% |
$6K - $6.75K
|
42
$2.33K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-200- 10.04% |
$9.59K - $10.8K
|
1.79K
$99.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-200- 0.59% |
$9.59K - $10.8K
|
33.9K
$1.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-258- 1.14% |
$12.4K - $13.9K
|
22.4K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-288- 5.24% |
$13.8K - $15.6K
|
5.21K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-294- 0.05% |
$14.1K - $15.9K
|
547K
$30.4M
|