Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q4 		– Sell
-126
Closed -$6K – 5562
2025
Q3 		$6K Buy
+126
New +$5.59K ﹤0.01% 4693
2024
Q3 		– Sell
-112
Closed -$5K – 5059
2024
Q2 		$5K Buy
+112
New +$4.61K ﹤0.01% 3886

Other funds holding OUSM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OUSM Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q4 2025, closing a stake of 126 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in OUSM in Q2 2024 and held it in 2 quarters. The position peaked at $6K in Q3 2025. 125 funds tracked by Wall St. Rank hold OUSM as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 126 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q4 2025, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q2 2024 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $6K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.