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

Glass Jacobson Investment 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
2024
Q3 		– Sell
-107
Closed -$4.42K – 783
2024
Q2 		$4.42K Buy
+107
New +$4.4K ﹤0.01% 626

Other funds holding OUSM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Glass Jacobson Investment Advisors's OUSM Position: Q3 2024 in Review

Glass Jacobson Investment Advisors sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q3 2024, closing a stake of 107 shares — an estimated $4.42K sold.

Glass Jacobson Investment Advisors first reported a position in OUSM in Q2 2024 and held it in 1 quarter. The position peaked at $4.42K in Q2 2024. 104 funds tracked by Wall St. Rank hold OUSM as of Q3 2024.

  • Glass Jacobson Investment Advisors reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 107 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q3 2024, an estimated $4.42K.
  • Glass Jacobson Investment Advisors first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q2 2024 and held it in 1 quarter.
  • Glass Jacobson Investment Advisors's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $4.42K in Q2 2024.
  • 104 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q3 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.