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Evergreen Private Wealth’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Evergreen Private Wealth’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
2024
Q1 		– Sell
-400
Closed -$15.7K – 221
2023
Q4 		$15.7K Buy
+400
New +$14.4K 0.01% 160

Other funds holding OUSM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Evergreen Private Wealth's OUSM Position: Q1 2024 in Review

Evergreen Private Wealth sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q1 2024, closing a stake of 400 shares — an estimated $15.7K sold.

Evergreen Private Wealth first reported a position in OUSM in Q4 2023 and held it in 1 quarter. The position peaked at $15.7K in Q4 2023. 85 funds tracked by Wall St. Rank hold OUSM as of Q1 2024.

  • Evergreen Private Wealth reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 400 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2024, an estimated $15.7K.
  • Evergreen Private Wealth first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2023 and held it in 1 quarter.
  • Evergreen Private Wealth's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $15.7K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2024.

Based on Evergreen Private Wealth's 13F filing for Q1 2024, filed 17 Apr 2024.