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

Cambridge Investment Research 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
Q1 		$2.92M Buy
66,667
+3,843
+6% +$174K 0.01% 1300
2025
Q4 		$2.75M Buy
62,824
+19,707
+46% +$866K 0.01% 1285
2025
Q3 		$1.93M Buy
43,117
+4,882
+13% +$217K 0.01% 1538
2025
Q2 		$1.65M Buy
38,235
+6,212
+19% +$260K 0.01% 1570
2025
Q1 		$1.35M Buy
32,023
+1,158
+4% +$50.3K ﹤0.01% 1634
2024
Q4 		$1.35M Buy
30,865
+3,216
+12% +$146K ﹤0.01% 1639
2024
Q3 		$1.25M Buy
27,649
+985
+4% +$42.4K ﹤0.01% 1704
2024
Q2 		$1.1M Buy
26,664
+777
+3% +$32K ﹤0.01% 1702
2024
Q1 		$1.1M Buy
25,887
+2,290
+10% +$91.7K ﹤0.01% 1658
2023
Q4 		$925K Buy
23,597
+492
+2% +$17.7K ﹤0.01% 1700
2023
Q3 		$811K Buy
23,105
+989
+4% +$36K ﹤0.01% 1708
2023
Q2 		$812K Buy
22,116
+450
+2% +$15.9K ﹤0.01% 1755
2023
Q1 		$765K Buy
21,666
+1,048
+5% +$37.1K ﹤0.01% 1758
2022
Q4 		$692K Buy
20,618
+85
+0.4% +$2.82K ﹤0.01% 1769
2022
Q3 		$616K Buy
20,533
+1,409
+7% +$46.4K ﹤0.01% 1802
2022
Q2 		$604K Sell
19,124
-32
-0.2% -$1.06K ﹤0.01% 1821
2022
Q1 		$667K Buy
19,156
+151
+0.8% +$5.29K ﹤0.01% 1873
2021
Q4 		$707K Buy
19,005
+257
+1% +$9.36K ﹤0.01% 1825
2021
Q3 		$649K Buy
18,748
+1,253
+7% +$44.6K ﹤0.01% 1842
2021
Q2 		$614K Buy
17,495
+411
+2% +$14.5K ﹤0.01% 1895
2021
Q1 		$583K Buy
17,084
+3,158
+23% +$103K ﹤0.01% 1790
2020
Q4 		$433K Buy
+13,926
New +$405K ﹤0.01% 1866
2020
Q3 		– Sell
-44,464
Closed -$1.11M – 2578
2020
Q2 		$1.11M Sell
44,464
-19,670
-31% -$465K 0.01% 1067
2020
Q1 		$1.34M Buy
64,134
+7,741
+14% +$208K 0.01% 827
2019
Q4 		$1.67M Buy
56,393
+4,382
+8% +$125K 0.01% 869
2019
Q3 		$1.45M Buy
+52,011
New +$1.43M 0.01% 884

Other funds holding OUSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cambridge Investment Research Advisors's OUSM Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 6.1% in Q1 2026, buying an estimated $174K and bringing the position to 66,667 shares worth $2.92M. The position accounts for 0.01% of the portfolio, ranked #1300.

Cambridge Investment Research Advisors first reported a position in OUSM in Q3 2019 and has held it in 26 quarters since. 125 funds tracked by Wall St. Rank hold OUSM as of Q1 2026.

  • Cambridge Investment Research Advisors held 66,667 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $2.92M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 3,843 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2026, an estimated $174K.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1300 holding.
  • Cambridge Investment Research Advisors first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2019 and has held it in 26 quarters since.
  • 125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.