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Upturn AI Summary
ALPS O\'Shares U.S. Quality Dividend ETF Shares(OUSA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for OUSA
11/13/2026: OUSA (3-star) is a STRONG-BUY. BUY for 21 days. Simulated Profits (3.63%). Updated daily EoD!
OUSA provides exposure to high-quality U.S. large-cap companies that are selected based on dividend sustainability, profitability, and low volatility. The fund's primary strengths include its disciplined multi-factor screening and its ability to provide a more resilient income stream than broad market indices. It is best used as a core-income holding for investors seeking to balance yield with capital preservation. Risks include higher expense ratios than passive alternatives, sector concentration, and sensitivity to interest rate trends. It is most suitable for long-term income-focused investors who value quality factors over high-growth speculative positions.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it holds equities, the focus on quality and dividends often results in lower capital growth compared to pure-growth indices. |
| Momentum investor | Weak fit | The fund's factor-based rebalancing approach is not designed to capture short-term momentum trends. |
| Value investor | Strong fit | The quality-based selection process frequently captures value-oriented companies with stable valuations. |
| Dividend/Income investor | Strong fit | The primary objective of the fund is to provide exposure to sustainable and quality dividend-paying stocks. |
| Low-risk investor | Strong fit while signal remains positive | The low-volatility screening component helps mitigate downside risk compared to broader market indices. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking regular income combined with capital stability, favoring long-term quality over short-term speculative growth.
Suitability
OUSA is best suited for long-term investors looking for a core-satellite holding that provides dividend stability with a quality tilt.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Although the fund targets low-volatility stocks, it remains subject to general equity market fluctuations. |
| Market risk | Medium / high | As an equity ETF, the fund is directly exposed to the systemic risks of the U.S. stock market. |
| Concentration | Medium | The quality-screening process can lead to sector biases, potentially concentrating exposure in specific industries. |
| Tracking/expense | Low | The fund generally tracks its index effectively, though its expense ratio is higher than the lowest-cost broad-market alternatives. |
| Liquidity | Low | The underlying assets are highly liquid, which minimizes the risk of significant slippage during trading. |
| Business/sector quality | Low / none | The fund specifically selects for high-quality businesses, reducing the risk of holding failing companies. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
OUSA generally exhibits lower beta relative to the S&P 500, but is not immune to market-wide sell-offs.
Market Risk
The fund is concentrated in U.S. large-cap equities, making it susceptible to domestic economic policy, sector rotation, and geopolitical events.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 98.5 | The fund focuses on established, large-cap U.S. companies that have demonstrated financial stability and the ability to pay sustainable dividends. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small cash position is maintained for liquidity needs and portfolio rebalancing purposes. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 23.62% | Avg. Invested days 70 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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