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 Q3	$3.38M	Buy	73,666 +8,559	+13%	+$415K	0.5%	41
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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Castle Wealth Management West Palm Beach, Florida $318M AUM 11.99% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Brady Martz Wealth Solutions's OUSM Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 13% in Q3 2026, buying an estimated $415K and bringing the position to 73,666 shares worth $3.38M. The position accounts for 0.5% of the portfolio, ranked #41.

Brady Martz Wealth Solutions first reported a position in OUSM in Q4 2025 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold OUSM as of Q3 2026.

Brady Martz Wealth Solutions held 73,666 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $3.38M as of Q3 2026.
Brady Martz Wealth Solutions bought 8,559 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q3 2026, an estimated $415K.
ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.5% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #41 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 4 quarters since.
65 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.