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

Everpar Advisors’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 		$255K Sell
5,363
-3,981
-43% -$184K 0.07% 250
2026
Q1 		$409K Sell
9,344
-3,541
-27% -$161K 0.14% 157
2025
Q4 		$564K Sell
12,885
-21,798
-63% -$958K 0.21% 100
2025
Q3 		$1.55M Buy
34,683
+6,750
+24% +$300K 0.61% 30
2025
Q2 		$1.21M Buy
27,933
+7,523
+37% +$314K 0.55% 34
2025
Q1 		$858K Buy
20,410
+4,458
+28% +$194K 0.46% 45
2024
Q4 		$697K Buy
15,952
+1,389
+10% +$62.9K 0.35% 59
2024
Q3 		$656K Buy
14,563
+2,369
+19% +$102K 0.34% 71
2024
Q2 		$503K Buy
12,194
+6,857
+128% +$282K 0.25% 120
2024
Q1 		$227K Buy
+5,337
New +$214K 0.14% 212

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Everpar Advisors's OUSM Position: Q2 2026 in Review

Everpar Advisors reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 43% in Q2 2026, selling an estimated $184K and leaving 5,363 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #250.

Everpar Advisors first reported a position in OUSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.55M in Q3 2025. 18 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • Everpar Advisors held 5,363 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $255K as of Q2 2026.
  • Everpar Advisors sold 3,981 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2026, an estimated $184K.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.07% of Everpar Advisors's portfolio in Q2 2026, its #250 holding.
  • Everpar Advisors 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.
  • Everpar Advisors's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $1.55M in Q3 2025.
  • 18 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.