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

Clear Perspective 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
2021 Q4	$204K	Buy	+5,491	New	+$200K	0.06%	175
2019 Q1	–	Sell	-9,590	Closed	-$226K	–	144
2018 Q4	$226K	Buy	9,590 +750	+8%	+$19.4K	0.19%	124
2018 Q3	$251K	Buy	8,840 +2,500	+39%	+$70.8K	0.19%	123
2018 Q2	$172K	Buy	6,340 +2,290	+57%	+$61.3K	0.12%	146
2018 Q1	$105K	Buy	+4,050	New	+$107K	0.08%	187

Other funds holding OUSM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Perspective Advisors's OUSM Position: Q4 2021 in Review

Clear Perspective Advisors opened a new position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q4 2021: 5,491 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #175 among its holdings. This is a return to the name: Clear Perspective Advisors previously reported a position in OUSM as recently as Q4 2018.

Clear Perspective Advisors first reported a position in OUSM in Q1 2018 and has held it in 5 quarters since. The position peaked at $251K in Q3 2018. 44 funds tracked by Wall St. Rank hold OUSM as of Q4 2021.

Clear Perspective Advisors held 5,491 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $204K as of Q4 2021.
ALPS O'Shares US Small-Cap Quality Dividend ETF was a new Clear Perspective Advisors position in Q4 2021.
ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.06% of Clear Perspective Advisors's portfolio in Q4 2021, its #175 holding.
Clear Perspective Advisors first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q1 2018 and has held it in 5 quarters since.
Clear Perspective Advisors's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $251K in Q3 2018.
44 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.