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

Farther Finance 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
Q3 		$19.7K Sell
428
-175
-29% -$8.48K ﹤0.01% 4151
2026
Q2 		$28.6K Hold
603
– – ﹤0.01% 3695
2026
Q1 		$26.5K Hold
603
– – ﹤0.01% 3458
2025
Q4 		$26.4K Buy
603
+175
+41% +$7.69K ﹤0.01% 3251
2025
Q3 		$19.2K Sell
428
-885
-67% -$39.3K ﹤0.01% 3068
2025
Q2 		$56.7K Hold
1,313
– – ﹤0.01% 2071
2025
Q1 		$55.6K Sell
1,313
-300
-19% -$13K ﹤0.01% 1844
2024
Q4 		$70.5K Hold
1,613
– – ﹤0.01% 1477
2024
Q3 		$72.7K Sell
1,613
-2,838
-64% -$122K ﹤0.01% 1457
2024
Q2 		$181K Buy
4,451
+2,133
+92% +$87.8K 0.01% 876
2024
Q1 		$97.9K Buy
2,318
+705
+44% +$28.2K 0.01% 951
2023
Q4 		$63.2K Sell
1,613
-741
-31% -$26.7K ﹤0.01% 957
2023
Q3 		$82.6K Hold
2,354
– – 0.01% 626
2023
Q2 		$86.4K Hold
2,354
– – 0.02% 505
2023
Q1 		$83.1K Sell
2,354
-647
-22% -$22.9K 0.02% 458
2022
Q4 		$101K Buy
+3,001
New +$99.6K 0.04% 328

Other funds holding OUSM

SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
CNWM
Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's OUSM Position: Q3 2026 in Review

Farther Finance Advisors reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 29% in Q3 2026, selling an estimated $8.48K and leaving 428 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4151.

Farther Finance Advisors first reported a position in OUSM in Q4 2022 and has held it in 16 quarters since. The position peaked at $181K in Q2 2024. 10 funds tracked by Wall St. Rank hold OUSM as of Q3 2026.

  • Farther Finance Advisors held 428 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $19.7K as of Q3 2026.
  • Farther Finance Advisors sold 175 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q3 2026, an estimated $8.48K.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4151 holding.
  • Farther Finance Advisors first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $181K in Q2 2024.
  • 10 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.