Dynamic Advisor Solutions’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Dynamic Advisor Solutions’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 Q3	$315K	Sell	6,857 -1,718	-20%	-$83.2K	0.01%	821
2026 Q2	$407K	Sell	8,575 -472	-5%	-$21.9K	0.01%	740
2026 Q1	$396K	Sell	9,047 -621	-6%	-$28.2K	0.01%	714
2025 Q4	$423K	Sell	9,668 -1,912	-17%	-$84K	0.01%	671
2025 Q3	$519K	Sell	11,580 -859	-7%	-$38.1K	0.02%	616
2025 Q2	$537K	Buy	12,439 +1,912	+18%	+$79.9K	0.02%	591
2025 Q1	$442K	Buy	10,527 +965	+10%	+$41.9K	0.01%	612
2024 Q4	$418K	Buy	9,562 +2,006	+27%	+$90.9K	0.02%	457
2024 Q3	$341K	Buy	7,556 +173	+2%	+$7.45K	0.01%	713
2024 Q2	$304K	Buy	7,383 +1,394	+23%	+$57.4K	0.01%	761
2024 Q1	$255K	Buy	+5,989	New	+$240K	0.01%	802

Other funds holding OUSM

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

CNWM

Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

BFA

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Dynamic Advisor Solutions's OUSM Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 20% in Q3 2026, selling an estimated $83.2K and leaving 6,857 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #821.

Dynamic Advisor Solutions first reported a position in OUSM in Q1 2024 and has held it in 11 quarters since. The position peaked at $537K in Q2 2025. 21 funds tracked by Wall St. Rank hold OUSM as of Q3 2026.

Dynamic Advisor Solutions held 6,857 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $315K as of Q3 2026.
Dynamic Advisor Solutions sold 1,718 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q3 2026, an estimated $83.2K.
ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #821 holding.
Dynamic Advisor Solutions first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q1 2024 and has held it in 11 quarters since.
Dynamic Advisor Solutions's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $537K in Q2 2025.
21 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.