Blue Chip Partners’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Blue Chip Partners’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 Q1	$266K	Sell	6,078 -631	-9%	-$28.6K	0.02%	150
2025 Q4	$293K	Buy	6,709 +19	+0.3%	+$835	0.02%	143
2025 Q3	$300K	Sell	6,690 -254	-4%	-$11.3K	0.02%	136
2025 Q2	$300K	Sell	6,944 -8,575	-55%	-$358K	0.02%	136
2025 Q1	$652K	Sell	15,519 -36,525	-70%	-$1.59M	0.06%	93
2024 Q4	$2.28M	Buy	+52,044	New	+$2.36M	0.2%	59

Other funds holding OUSM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Blue Chip Partners's OUSM Position: Q1 2026 in Review

Blue Chip Partners reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 9.4% in Q1 2026, selling an estimated $28.6K and leaving 6,078 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #150.

Blue Chip Partners first reported a position in OUSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.28M in Q4 2024. 125 funds tracked by Wall St. Rank hold OUSM as of Q1 2026.

Blue Chip Partners held 6,078 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $266K as of Q1 2026.
Blue Chip Partners sold 631 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2026, an estimated $28.6K.
ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.02% of Blue Chip Partners's portfolio in Q1 2026, its #150 holding.
Blue Chip Partners first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2024 and has held it in 6 quarters since.
Blue Chip Partners's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $2.28M in Q4 2024.
125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.