Avantax Advisory Services’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39M | Buy |
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|
2025
Q1 | $34.7M | Buy |
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|
2024
Q4 | $33.8M | Buy |
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|
2024
Q3 | $33.1M | Buy |
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|
2024
Q2 | $28.9M | Buy |
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|
2024
Q1 | $25.4M | Buy |
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|
2023
Q4 | $11.9M | Buy |
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|
2023
Q3 | $10.1M | Buy |
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|
2023
Q2 | $4.07M | Buy |
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|
2023
Q1 | $3.81M | Buy |
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|
2022
Q4 | $3.57M | Buy |
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|
2022
Q3 | $3.13M | Buy |
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|
2022
Q2 | $3.29M | Buy |
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|
2022
Q1 | $3.57M | Buy |
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|
2021
Q4 | $3.8M | Buy |
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|
2021
Q3 | $3.41M | Buy |
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|
2021
Q2 | $3.42M | Buy |
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|
2021
Q1 | $3.08M | Sell |
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|
2020
Q4 | $2.9M | Sell |
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|
2020
Q3 | $2.58M | Buy |
|