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Crews Bank & Trust’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Crews Bank & Trust’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
-7,831
Closed -$338K – 649
2025
Q2 		$338K Buy
+7,831
New +$327K 0.05% 175

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
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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
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

Crews Bank & Trust's OUSM Position: Q3 2025 in Review

Crews Bank & Trust sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q3 2025, closing a stake of 7,831 shares — an estimated $338K sold.

Crews Bank & Trust first reported a position in OUSM in Q2 2025 and held it in 1 quarter. The position peaked at $338K in Q2 2025. 121 funds tracked by Wall St. Rank hold OUSM as of Q3 2025.

  • Crews Bank & Trust reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Crews Bank & Trust sold 7,831 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q3 2025, an estimated $338K.
  • Crews Bank & Trust first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q2 2025 and held it in 1 quarter.
  • Crews Bank & Trust's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $338K 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 Crews Bank & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.