Allworth Financial
OUSM icon

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

Allworth 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
2026
Q3 		$2.95M Buy
+61,993
New +$3M 0.01% 486
2026
Q2 		– Sell
-1,200
Closed -$52.5K – 5332
2026
Q1 		$52.5K Buy
+1,200
New +$54.4K ﹤0.01% 2290

Other funds holding OUSM

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stonehearth Capital Management
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Castle Wealth Management
Castle Wealth Management West Palm Beach, Florida $318M AUM 11.99% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Beam Wealth Advisors
Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Brady Martz Wealth Solutions
Brady Martz Wealth Solutions Grand Forks, North Dakota $676M AUM 15.8% 1-Year Est. Return

Allworth Financial's OUSM Position: Q3 2026 in Review

Allworth Financial opened a new position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q3 2026: 61,993 shares worth $2.95M. The stake represents 0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: Allworth Financial previously reported a position in OUSM as recently as Q1 2026.

Allworth Financial first reported a position in OUSM in Q1 2026 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold OUSM as of Q3 2026.

  • Allworth Financial held 61,993 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $2.95M as of Q3 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF was a new Allworth Financial position in Q3 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.01% of Allworth Financial's portfolio in Q3 2026, its #486 holding.
  • Allworth Financial first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.