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

Beam Wealth 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
2026 Q2	$3.91M	Sell	82,292 -3,260	-4%	-$151K	0.86%	27
2026 Q1	$3.74M	Buy	85,552 +16,949	+25%	+$769K	0.93%	24
2025 Q4	$3M	Buy	68,603 +5,060	+8%	+$222K	0.82%	35
2025 Q3	$2.85M	Buy	63,543 +13,097	+26%	+$581K	0.78%	36
2025 Q2	$2.18M	Buy	50,446 +21,575	+75%	+$902K	0.65%	42
2025 Q1	$1.21M	Buy	28,871 +5,644	+24%	+$245K	0.41%	57
2024 Q4	$1.02M	Buy	23,227 +3,661	+19%	+$166K	0.32%	62
2024 Q3	$882K	Buy	19,566 +5,584	+40%	+$240K	0.27%	66
2024 Q2	$576K	Buy	+13,982	New	+$576K	0.19%	80

Other funds holding OUSM

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

PPWP

Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

BPFA

Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BMWS

Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Beam Wealth Advisors's OUSM Position: Q2 2026 in Review

Beam Wealth Advisors reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 3.8% in Q2 2026, selling an estimated $151K and leaving 82,292 shares worth $3.91M. The position accounts for 0.86% of the portfolio, ranked #27.

Beam Wealth Advisors first reported a position in OUSM in Q2 2024 and has held it in 9 quarters since. 43 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

Beam Wealth Advisors held 82,292 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $3.91M as of Q2 2026.
Beam Wealth Advisors sold 3,260 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2026, an estimated $151K.
ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.86% of Beam Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Beam Wealth Advisors first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q2 2024 and has held it in 9 quarters since.
43 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.