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

Diligent Investors’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
2026
Q2 		$251K Sell
5,280
-200
-4% -$9.26K 0.06% 316
2026
Q1 		$240K Hold
5,480
– – 0.06% 307
2025
Q4 		$240K Hold
5,480
– – 0.06% 302
2025
Q3 		$246K Sell
5,480
-200
-4% -$8.88K 0.06% 293
2025
Q2 		$245K Hold
5,680
– – 0.06% 296
2025
Q1 		$239K Hold
5,680
– – 0.06% 315
2024
Q4 		$248K Hold
5,680
– – 0.06% 315
2024
Q3 		$256K Hold
5,680
– – 0.06% 294
2024
Q2 		$234K Sell
5,680
-800
-12% -$32.9K 0.06% 290
2024
Q1 		$276K Hold
6,480
– – 0.07% 266
2023
Q4 		$254K Hold
6,480
– – 0.07% 263
2023
Q3 		$228K Sell
6,480
-800
-11% -$29.1K 0.07% 262
2023
Q2 		$267K Sell
7,280
-300
-4% -$10.6K 0.08% 231
2023
Q1 		$268K Hold
7,580
– – 0.08% 225
2022
Q4 		$254K Sell
7,580
-440
-5% -$14.6K 0.08% 220
2022
Q3 		$241K Hold
8,020
– – 0.09% 207
2022
Q2 		$253K Hold
8,020
– – 0.09% 211
2022
Q1 		$279K Hold
8,020
– – 0.08% 217
2021
Q4 		$298K Sell
8,020
-500
-6% -$18.2K 0.08% 204
2021
Q3 		$299K Hold
8,520
– – 0.1% 175
2021
Q2 		$299K Sell
8,520
-200
-2% -$7.06K 0.1% 176
2021
Q1 		$298K Hold
8,720
– – 0.11% 173
2020
Q4 		$271K Hold
8,720
– – 0.11% 162
2020
Q3 		$229K Sell
8,720
-500
-5% -$13.2K 0.1% 166
2020
Q2 		$230K Buy
+9,220
New +$218K 0.11% 161
2020
Q1 		– Sell
-11,820
Closed -$350K – 200
2019
Q4 		$350K Sell
11,820
-200
-2% -$5.73K 0.16% 137
2019
Q3 		$335K Sell
12,020
-624
-5% -$17.1K 0.16% 147
2019
Q2 		$347K Sell
12,644
-722
-5% -$19.5K 0.17% 141
2019
Q1 		$355K Sell
13,366
-592
-4% -$15.3K 0.2% 124
2018
Q4 		$330K Sell
13,958
-723
-5% -$18.7K 0.22% 117
2018
Q3 		$416K Sell
14,681
-197
-1% -$5.58K 0.23% 110
2018
Q2 		$404K Sell
14,878
-1,089
-7% -$29.2K 0.25% 107
2018
Q1 		$415K Buy
15,967
+9
+0.1% +$238 0.25% 109
2017
Q4 		$432K Buy
15,958
+753
+5% +$20.1K 0.28% 103
2017
Q3 		$399K Buy
15,205
+503
+3% +$12.8K 0.29% 92
2017
Q2 		$375K Buy
+14,702
New +$374K 0.27% 96

Other funds holding OUSM

SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Diligent Investors's OUSM Position: Q2 2026 in Review

Diligent Investors reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 3.6% in Q2 2026, selling an estimated $9.26K and leaving 5,280 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #316.

Diligent Investors first reported a position in OUSM in Q2 2017 and has held it in 36 quarters since. The position peaked at $432K in Q4 2017. 30 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • Diligent Investors held 5,280 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $251K as of Q2 2026.
  • Diligent Investors sold 200 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2026, an estimated $9.26K.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.06% of Diligent Investors's portfolio in Q2 2026, its #316 holding.
  • Diligent Investors first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q2 2017 and has held it in 36 quarters since.
  • Diligent Investors's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $432K in Q4 2017.
  • 30 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.