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

Fedenia Advisers’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 		– Sell
-890
Closed -$42.3K – 340
2026
Q2 		$42.3K Buy
+890
New +$41.2K 0.01% 232
2025
Q1 		– Sell
-1,015
Closed -$44.4K – 329
2024
Q4 		$44.4K Buy
+1,015
New +$46K 0.03% 260

Other funds holding OUSM

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stonehearth Capital Management
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.72% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Fedenia Advisers's OUSM Position: Q3 2026 in Review

Fedenia Advisers sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q3 2026, closing a stake of 890 shares — an estimated $42.3K sold.

Fedenia Advisers first reported a position in OUSM in Q4 2024 and held it in 2 quarters. The position peaked at $44.4K in Q4 2024. 106 funds tracked by Wall St. Rank hold OUSM as of Q3 2026.

  • Fedenia Advisers reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q3 2026 after selling out during the quarter.
  • Fedenia Advisers sold 890 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q3 2026, an estimated $42.3K.
  • Fedenia Advisers first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2024 and held it in 2 quarters.
  • Fedenia Advisers's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $44.4K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q3 2026.

Based on Fedenia Advisers's 13F filing for Q3 2026, filed 22 Oct 2026.