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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
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 $293M AUM 32.48% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 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
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Dynamic Advisor Solutions's OUSM Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 5.2% in Q2 2026, selling an estimated $21.9K and leaving 8,575 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #740.

Dynamic Advisor Solutions first reported a position in OUSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $537K in Q2 2025. 22 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • Dynamic Advisor Solutions held 8,575 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $407K as of Q2 2026.
  • Dynamic Advisor Solutions sold 472 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2026, an estimated $21.9K.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #740 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 10 quarters since.
  • Dynamic Advisor Solutions's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $537K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.