AA
OUSM icon

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

Ancora Advisors’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
2021
Q1 		– Sell
-1
Closed – – 1807
2020
Q4 		$0 Buy
+1
New +$29 ﹤0.01% 1518

Other funds holding OUSM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ancora Advisors's OUSM Position: Q1 2021 in Review

Ancora Advisors sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q1 2021, closing a stake of 1 share.

Ancora Advisors first reported a position in OUSM in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 34 funds tracked by Wall St. Rank hold OUSM as of Q1 2021.

  • Ancora Advisors reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Ancora Advisors sold 1 ALPS O'Shares US Small-Cap Quality Dividend ETF share in Q1 2021.
  • Ancora Advisors first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2020 and held it in 1 quarter.
  • Ancora Advisors's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $0 in Q4 2020.
  • 34 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2021.

Based on Ancora Advisors's 13F filing for Q1 2021, filed 14 May 2021.