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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

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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. 124 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.
  • 124 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.