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

BigSur Wealth Management’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 Q2	–	Sell	-6,095	Closed	-$208K	–	133
2021 Q1	$208K	Buy	+6,095	New	+$200K	0.11%	109

Other funds holding OUSM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BigSur Wealth Management's OUSM Position: Q2 2021 in Review

BigSur Wealth Management sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2021, closing a stake of 6,095 shares — an estimated $208K sold.

BigSur Wealth Management first reported a position in OUSM in Q1 2021 and held it in 1 quarter. The position peaked at $208K in Q1 2021. 38 funds tracked by Wall St. Rank hold OUSM as of Q2 2021.

BigSur Wealth Management reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q2 2021 after selling out during the quarter.
BigSur Wealth Management sold 6,095 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2021, an estimated $208K.
BigSur Wealth Management first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q1 2021 and held it in 1 quarter.
BigSur Wealth Management's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $208K in Q1 2021.
38 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2021.

Based on BigSur Wealth Management's 13F filing for Q2 2021, filed 29 Jul 2021.