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

CarsonAllaria Wealth Management’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
Q3 		– Sell
-165
Closed -$7.13K – 255
2025
Q2 		$7.13K Hold
165
– – ﹤0.01% 270
2025
Q1 		$6.93K Hold
165
– – ﹤0.01% 273
2024
Q4 		$7.21K Hold
165
– – ﹤0.01% 268
2024
Q3 		$7.44K Buy
+165
New +$7.1K ﹤0.01% 282

Other funds holding OUSM

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $369B AUM 28.27% 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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CarsonAllaria Wealth Management's OUSM Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q3 2025, closing a stake of 165 shares — an estimated $7.13K sold.

CarsonAllaria Wealth Management first reported a position in OUSM in Q3 2024 and held it in 4 quarters. The position peaked at $7.44K in Q3 2024. 121 funds tracked by Wall St. Rank hold OUSM as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 165 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q3 2025, an estimated $7.13K.
  • CarsonAllaria Wealth Management first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2024 and held it in 4 quarters.
  • CarsonAllaria Wealth Management's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $7.44K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.