FMII
OUSM icon

Farmers & Merchants Investments Inc’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Farmers & Merchants Investments Inc’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 		$129K Sell
2,721
-100
-4% -$4.63K ﹤0.01% 353
2026
Q1 		$123K Hold
2,821
– – ﹤0.01% 348
2025
Q4 		$123K Sell
2,821
-250
-8% -$11K ﹤0.01% 341
2025
Q3 		$138K Hold
3,071
– – ﹤0.01% 328
2025
Q2 		$133K Hold
3,071
– – ﹤0.01% 341
2025
Q1 		$129K Sell
3,071
-468
-13% -$20.3K ﹤0.01% 342
2024
Q4 		$155K Hold
3,539
– – ﹤0.01% 333
2024
Q3 		$160K Buy
+3,539
New +$152K 0.01% 331

Other funds holding OUSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

Farmers & Merchants Investments Inc's OUSM Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 3.5% in Q2 2026, selling an estimated $4.63K and leaving 2,721 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Farmers & Merchants Investments Inc first reported a position in OUSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $160K in Q3 2024. 72 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • Farmers & Merchants Investments Inc held 2,721 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $129K as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 100 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2026, an estimated $4.63K.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #353 holding.
  • Farmers & Merchants Investments Inc first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2024 and has held it in 8 quarters since.
  • Farmers & Merchants Investments Inc's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $160K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.