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

Atria Wealth Solutions’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
Q2 		– Sell
-19,278
Closed -$810K – 1772
2025
Q1 		$810K Sell
19,278
-663
-3% -$28.8K 0.01% 964
2024
Q4 		$872K Buy
19,941
+4,051
+25% +$183K 0.01% 980
2024
Q3 		$716K Buy
15,890
+7,832
+97% +$337K 0.01% 1059
2024
Q2 		$332K Buy
+8,058
New +$332K ﹤0.01% 1453

Other funds holding OUSM

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's OUSM Position: Q2 2025 in Review

Atria Wealth Solutions sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2025, closing a stake of 19,278 shares — an estimated $810K sold.

Atria Wealth Solutions first reported a position in OUSM in Q2 2024 and held it in 4 quarters. The position peaked at $872K in Q4 2024. 121 funds tracked by Wall St. Rank hold OUSM as of Q2 2025.

  • Atria Wealth Solutions reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 19,278 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2025, an estimated $810K.
  • Atria Wealth Solutions first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q2 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $872K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.