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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
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 $293M AUM 32.48% 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
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Farther Finance Advisors's OUSM Position: Q2 2026 in Review

Farther Finance Advisors held its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) position steady in Q2 2026 at 603 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3695.

Farther Finance Advisors first reported a position in OUSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $181K in Q2 2024. 30 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • Farther Finance Advisors held 603 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $28.6K as of Q2 2026.
  • Farther Finance Advisors left its ALPS O'Shares US Small-Cap Quality Dividend ETF share count unchanged in Q2 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3695 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 15 quarters since.
  • Farther Finance Advisors's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $181K in Q2 2024.
  • 30 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.