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

AlphaCore Capital’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 		– Sell
-190
Closed -$8.31K – 1419
2025
Q4 		$8.31K Buy
+190
New +$8.35K ﹤0.01% 1330

Other funds holding OUSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AlphaCore Capital's OUSM Position: Q1 2026 in Review

AlphaCore Capital sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q1 2026, closing a stake of 190 shares — an estimated $8.31K sold.

AlphaCore Capital first reported a position in OUSM in Q4 2025 and held it in 1 quarter. The position peaked at $8.31K in Q4 2025. 125 funds tracked by Wall St. Rank hold OUSM as of Q1 2026.

  • AlphaCore Capital reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • AlphaCore Capital sold 190 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2026, an estimated $8.31K.
  • AlphaCore Capital first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2025 and held it in 1 quarter.
  • AlphaCore Capital's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $8.31K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.