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Advisornet Financial’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Advisornet Financial’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
2025
Q4 		– Sell
-200
Closed -$8.96K – 2327
2025
Q3 		$8.96K Hold
200
– – ﹤0.01% 1554
2025
Q2 		$8.64K Sell
200
-75
-27% -$3.13K ﹤0.01% 1524
2025
Q1 		$11.6K Hold
275
– – ﹤0.01% 1363
2024
Q4 		$12K Sell
275
-175
-39% -$7.93K ﹤0.01% 1279
2024
Q3 		$20.3K Buy
450
+275
+157% +$11.8K ﹤0.01% 1190
2024
Q2 		$7.21K Buy
175
+100
+133% +$4.12K ﹤0.01% 1395
2024
Q1 		$3.19K Buy
+75
New +$3K ﹤0.01% 1517

Other funds holding OUSM

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Advisornet Financial's OUSM Position: Q4 2025 in Review

Advisornet Financial sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q4 2025, closing a stake of 200 shares — an estimated $8.96K sold.

Advisornet Financial first reported a position in OUSM in Q1 2024 and held it in 7 quarters. The position peaked at $20.3K in Q3 2024. 125 funds tracked by Wall St. Rank hold OUSM as of Q4 2025.

  • Advisornet Financial reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Advisornet Financial sold 200 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q4 2025, an estimated $8.96K.
  • Advisornet Financial first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q1 2024 and held it in 7 quarters.
  • Advisornet Financial's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $20.3K in Q3 2024.
  • 125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.