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Cary Street Partners Investment Advisory’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Cary Street Partners Investment Advisory’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
2024
Q4 		– Sell
-8,173
Closed -$368K – 683
2024
Q3 		$368K Buy
+8,173
New +$352K 0.01% 569

Other funds holding OUSM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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 $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cary Street Partners Investment Advisory's OUSM Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q4 2024, closing a stake of 8,173 shares — an estimated $368K sold.

Cary Street Partners Investment Advisory first reported a position in OUSM in Q3 2024 and held it in 1 quarter. The position peaked at $368K in Q3 2024. 119 funds tracked by Wall St. Rank hold OUSM as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 8,173 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q4 2024, an estimated $368K.
  • Cary Street Partners Investment Advisory first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2024 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $368K in Q3 2024.
  • 119 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.