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

Brady Martz 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
2026
Q2 		$3.09M Sell
65,107
-720
-1% -$33.3K 0.47% 44
2026
Q1 		$2.88M Buy
65,827
+56,266
+588% +$2.55M 0.49% 44
2025
Q4 		$418K Buy
+9,561
New +$420K 0.07% 142

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
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Brady Martz Wealth Solutions's OUSM Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 1.1% in Q2 2026, selling an estimated $33.3K and leaving 65,107 shares worth $3.09M. The position accounts for 0.47% of the portfolio, ranked #44.

Brady Martz Wealth Solutions first reported a position in OUSM in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • Brady Martz Wealth Solutions held 65,107 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $3.09M as of Q2 2026.
  • Brady Martz Wealth Solutions sold 720 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2026, an estimated $33.3K.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.47% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #44 holding.
  • Brady Martz Wealth Solutions first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.