Envestnet Asset Management
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Envestnet Asset Management’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Envestnet Asset Management’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
Q2 		$5.34M Buy
2025
Q1 		$4.53M Sell
2024
Q4 		$6.5M Buy
2024
Q3 		$6.1M Buy
2024
Q2 		$3.08M Buy
2024
Q1 		$3.17M Buy
2023
Q4 		$1.95M Buy
2023
Q3 		$1.21M Buy
2023
Q2 		$607K Buy
2023
Q1 		$231K Buy