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

Cambridge Advisors’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 		$447K Hold
9,737
– – 0.08% 130
2026
Q2 		$463K Hold
9,737
– – 0.08% 128
2026
Q1 		$426K Hold
9,737
– – 0.08% 127
2025
Q4 		$426K Hold
9,737
– – 0.08% 129
2025
Q3 		$436K Hold
9,737
– – 0.09% 125
2025
Q2 		$421K Sell
9,737
-529
-5% -$22.1K 0.09% 127
2025
Q1 		$431K Sell
10,266
-129
-1% -$5.6K 0.09% 121
2024
Q4 		$454K Buy
10,395
+172
+2% +$7.79K 0.1% 118
2024
Q3 		$461K Hold
10,223
– – 0.1% 124
2024
Q2 		$421K Buy
10,223
+1
+0% +$41 0.1% 126
2024
Q1 		$435K Sell
10,222
-6
-0.1% -$240 0.1% 126
2023
Q4 		$401K Hold
10,228
– – 0.1% 128
2023
Q3 		$359K Sell
10,228
-1,027
-9% -$37.4K 0.1% 130
2023
Q2 		$413K Sell
11,255
-61
-0.5% -$2.15K 0.11% 120
2023
Q1 		$400K Sell
11,316
-290
-2% -$10.3K 0.1% 132
2022
Q4 		$390K Buy
11,606
+2,743
+31% +$91K 0.1% 130
2022
Q3 		$266K Sell
8,863
-628
-7% -$20.7K 0.08% 146
2022
Q2 		$300K Sell
9,491
-3,049
-24% -$101K 0.08% 145
2022
Q1 		$437K Sell
12,540
-36
-0.3% -$1.26K 0.1% 131
2021
Q4 		$468K Buy
12,576
+690
+6% +$25.1K 0.11% 128
2021
Q3 		$411K Buy
11,886
+177
+2% +$6.3K 0.1% 132
2021
Q2 		$411K Buy
11,709
+2,381
+26% +$84.1K 0.1% 129
2021
Q1 		$318K Buy
9,328
+85
+0.9% +$2.78K 0.08% 141
2020
Q4 		$288K Sell
9,243
-6
-0.1% -$175 0.08% 135
2020
Q3 		$243K Sell
9,249
-331
-3% -$8.75K 0.07% 136
2020
Q2 		$239K Buy
+9,580
New +$227K 0.07% 130

Other funds holding OUSM

Stonehearth Capital Management
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
Clay Northam Wealth Management
Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Beacon Financial Advisory
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
Acorn Wealth Advisors
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Cambridge Advisors's OUSM Position: Q3 2026 in Review

Cambridge Advisors held its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) position steady in Q3 2026 at 9,737 shares worth $447K. The position accounts for 0.08% of the portfolio, ranked #130.

Cambridge Advisors first reported a position in OUSM in Q2 2020 and has held it in 26 quarters since. The position peaked at $468K in Q4 2021. 32 funds tracked by Wall St. Rank hold OUSM as of Q3 2026.

  • Cambridge Advisors held 9,737 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $447K as of Q3 2026.
  • Cambridge Advisors left its ALPS O'Shares US Small-Cap Quality Dividend ETF share count unchanged in Q3 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.08% of Cambridge Advisors's portfolio in Q3 2026, its #130 holding.
  • Cambridge Advisors first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q2 2020 and has held it in 26 quarters since.
  • Cambridge Advisors's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $468K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.