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AE Wealth Management’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

AE Wealth Management’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
-96
Closed -$4.29K – 2527
2025
Q3 		$4.29K Buy
96
+1
+1% +$44 ﹤0.01% 2100
2025
Q2 		$4.13K Sell
95
-220
-70% -$9.19K ﹤0.01% 1975
2025
Q1 		$13.2K Hold
315
– – ﹤0.01% 1815
2024
Q4 		$13.8K Buy
+315
New +$14.3K ﹤0.01% 1794

Other funds holding OUSM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

AE Wealth Management's OUSM Position: Q4 2025 in Review

AE Wealth Management sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q4 2025, closing a stake of 96 shares — an estimated $4.29K sold.

AE Wealth Management first reported a position in OUSM in Q4 2024 and held it in 4 quarters. The position peaked at $13.8K in Q4 2024. 125 funds tracked by Wall St. Rank hold OUSM as of Q4 2025.

  • AE Wealth Management reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 96 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q4 2025, an estimated $4.29K.
  • AE Wealth Management first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2024 and held it in 4 quarters.
  • AE Wealth Management's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $13.8K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.