Acorn Wealth Advisors’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $880K | Buy |
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|
2025
Q2 | $827K | Buy |
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|
2025
Q1 | $800K | Sell |
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|
2024
Q4 | $852K | Buy |
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|
2024
Q3 | $847K | Sell |
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|
2024
Q2 | $791K | Buy |
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|
2024
Q1 | $812K | Sell |
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|
2023
Q4 | $747K | Sell |
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|
2023
Q3 | $679K | Buy |
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|
2023
Q2 | $695K | Buy |
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|
2023
Q1 | $590K | Sell |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q3 | $448K | Buy |
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|
2022
Q2 | $429K | Buy |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q4 | $411K | Buy |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | $271K | Buy |
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