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

Congress 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
Q2 		$318K Sell
7,367
-10
-0.1% -$418 ﹤0.01% 1049
2025
Q1 		$310K Buy
+7,377
New +$320K ﹤0.01% 931

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's OUSM Position: Q2 2025 in Review

Congress Wealth Management reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 0.14% in Q2 2025, selling an estimated $418 and leaving 7,367 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Congress Wealth Management first reported a position in OUSM in Q1 2025 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold OUSM as of Q2 2025.

  • Congress Wealth Management held 7,367 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $318K as of Q2 2025.
  • Congress Wealth Management sold 10 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2025, an estimated $418.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1049 holding.
  • Congress Wealth Management first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q1 2025 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.