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Ameritas Advisory Services’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Ameritas Advisory Services’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
-817
Closed -$36.6K – 1752
2025
Q3 		$36.6K Sell
817
-255
-24% -$11.3K ﹤0.01% 1205
2025
Q2 		$46.3K Buy
+1,072
New +$44.8K ﹤0.01% 1346
2023
Q2 		– Sell
-203
Closed -$7.19K – 1924
2023
Q1 		$7.19K Buy
+203
New +$7.19K ﹤0.01% 2029

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

Ameritas Advisory Services's OUSM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q4 2025, closing a stake of 817 shares — an estimated $36.6K sold.

Ameritas Advisory Services first reported a position in OUSM in Q1 2023 and held it in 3 quarters. The position peaked at $46.3K in Q2 2025. 125 funds tracked by Wall St. Rank hold OUSM as of Q4 2025.

  • Ameritas Advisory Services reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 817 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q4 2025, an estimated $36.6K.
  • Ameritas Advisory Services first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $46.3K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.