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Global Retirement Partners’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Global Retirement Partners’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 		$6.03K Buy
+127
New +$5.88K ﹤0.01% 3633
2025
Q4 		$5.5K Buy
126
+1
+0.8% +$44 ﹤0.01% 3404
2025
Q3 		$5.59K Sell
125
-74
-37% -$3.28K ﹤0.01% 2929
2025
Q2 		$8.61K Buy
+199
New +$8.32K ﹤0.01% 2674
2024
Q4 		$8.63K Buy
+197
New +$8.92K ﹤0.01% 2443

Other funds holding OUSM

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Retirement Partners's OUSM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2026: 127 shares worth $6.03K. The stake represents ﹤0.01% of the portfolio and ranks #3633 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in OUSM as recently as Q4 2025.

Global Retirement Partners first reported a position in OUSM in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.63K in Q4 2024. 125 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • Global Retirement Partners held 127 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $6.03K as of Q2 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF was a new Global Retirement Partners position in Q2 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3633 holding.
  • Global Retirement Partners first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2024 and has held it in 5 quarters since.
  • Global Retirement Partners's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $8.63K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.