Creative Planning
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Creative Planning’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-500
Closed -$13K – 3148
2017
Q2 		$13K Sell
500
-1,000
-67% -$25.5K ﹤0.01% 3469
2017
Q1 		$38K Buy
+1,500
New +$37.9K ﹤0.01% 2672

Other funds holding OUSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Creative Planning's OUSM Position: Q3 2017 in Review

Creative Planning sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q3 2017, closing a stake of 500 shares — an estimated $13K sold.

Creative Planning first reported a position in OUSM in Q1 2017 and held it in 2 quarters. The position peaked at $38K in Q1 2017. 12 funds tracked by Wall St. Rank hold OUSM as of Q3 2017.

  • Creative Planning reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 500 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q3 2017, an estimated $13K.
  • Creative Planning first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q1 2017 and held it in 2 quarters.
  • Creative Planning's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $38K in Q1 2017.
  • 12 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.