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

Atria Investments’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
Q1 		– Sell
-9,458
Closed -$414K – 1979
2024
Q4 		$414K Buy
9,458
+4,147
+78% +$188K 0.01% 1425
2024
Q3 		$239K Buy
+5,311
New +$229K ﹤0.01% 1733

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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atria Investments's OUSM Position: Q1 2025 in Review

Atria Investments sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q1 2025, closing a stake of 9,458 shares — an estimated $414K sold.

Atria Investments first reported a position in OUSM in Q3 2024 and held it in 2 quarters. The position peaked at $414K in Q4 2024. 117 funds tracked by Wall St. Rank hold OUSM as of Q1 2025.

  • Atria Investments reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Investments sold 9,458 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2025, an estimated $414K.
  • Atria Investments first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2024 and held it in 2 quarters.
  • Atria Investments's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $414K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.