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

Concurrent Investment 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
2025
Q3 		– Sell
-8,984
Closed -$388K – 1569
2025
Q2 		$388K Buy
+8,984
New +$375K 0.01% 951

Other funds holding OUSM

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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
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Capital Analysts LLC
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

Concurrent Investment Advisors's OUSM Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q3 2025, closing a stake of 8,984 shares — an estimated $388K sold.

Concurrent Investment Advisors first reported a position in OUSM in Q2 2025 and held it in 1 quarter. The position peaked at $388K in Q2 2025. 121 funds tracked by Wall St. Rank hold OUSM as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 8,984 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q3 2025, an estimated $388K.
  • Concurrent Investment Advisors first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q2 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $388K in Q2 2025.
  • 121 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.