Accredited Investor Services’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Accredited Investor Services’s Portfolio OUSM Stock Details OUSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$313K	Buy	7,157 +536	+8%	+$24.3K	0.2%	42
2025 Q4	$290K	Buy	6,621 +1,800	+37%	+$79.1K	0.19%	42
2025 Q3	$216K	Hold	4,821	–	–	0.15%	54
2025 Q2	$208K	Hold	4,821	–	–	0.16%	54
2025 Q1	$203K	Buy	+4,821	New	+$209K	0.17%	56

Other funds holding OUSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Accredited Investor Services's OUSM Position: Q1 2026 in Review

Accredited Investor Services increased its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 8.1% in Q1 2026, buying an estimated $24.3K and bringing the position to 7,157 shares worth $313K. The position accounts for 0.2% of the portfolio, ranked #42.

Accredited Investor Services first reported a position in OUSM in Q1 2025 and has held it in 5 quarters since. 125 funds tracked by Wall St. Rank hold OUSM as of Q1 2026.

Accredited Investor Services held 7,157 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $313K as of Q1 2026.
Accredited Investor Services bought 536 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2026, an estimated $24.3K.
ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.2% of Accredited Investor Services's portfolio in Q1 2026, its #42 holding.
Accredited Investor Services first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q1 2025 and has held it in 5 quarters since.
125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2026.

Based on Accredited Investor Services's 13F filing for Q1 2026, filed 21 Apr 2026.