BW
OUSM icon

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

BXM Wealth’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 		$520K Hold
10,940
– – 0.28% 85
2026
Q1 		$479K Buy
10,940
+1,190
+12% +$54K 0.37% 63
2025
Q4 		$426K Buy
+9,750
New +$429K 0.33% 65

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
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 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

BXM Wealth's OUSM Position: Q2 2026 in Review

BXM Wealth held its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) position steady in Q2 2026 at 10,940 shares worth $520K. The position accounts for 0.28% of the portfolio, ranked #85.

BXM Wealth first reported a position in OUSM in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • BXM Wealth held 10,940 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $520K as of Q2 2026.
  • BXM Wealth left its ALPS O'Shares US Small-Cap Quality Dividend ETF share count unchanged in Q2 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.28% of BXM Wealth's portfolio in Q2 2026, its #85 holding.
  • BXM Wealth 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.
  • 31 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.