Golden State Wealth Management’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Golden State Wealth Management’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	$33.3K	Hold	700	–	–	﹤0.01%	826
2026 Q1	$30.6K	Hold	700	–	–	﹤0.01%	812
2025 Q4	$30.6K	Hold	700	–	–	﹤0.01%	814
2025 Q3	$31.4K	Hold	700	–	–	﹤0.01%	799
2025 Q2	$30.2K	Hold	700	–	–	﹤0.01%	771
2025 Q1	$29.4K	Hold	700	–	–	﹤0.01%	709
2024 Q4	$30.6K	Buy	+700	New	+$31.7K	﹤0.01%	673
2020 Q2	–	Sell	-700	Closed	-$15K	–	715
2020 Q1	$15K	Buy	+700	New	+$18.8K	0.01%	547
2019 Q4	–	Sell	-1,201	Closed	-$33K	–	659
2019 Q3	$33K	Hold	1,201	–	–	0.01%	525
2019 Q2	$32K	Buy	1,201 +1	+0.1%	+$27	0.01%	541
2019 Q1	$32K	Buy	+1,200	New	+$31.1K	0.01%	534

Other funds holding OUSM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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 Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Golden State Wealth Management's OUSM Position: Q2 2026 in Review

Golden State Wealth Management held its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) position steady in Q2 2026 at 700 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Golden State Wealth Management first reported a position in OUSM in Q1 2019 and has held it in 11 quarters since. 125 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

Golden State Wealth Management held 700 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $33.3K as of Q2 2026.
Golden State Wealth Management 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 Golden State Wealth Management's portfolio in Q2 2026, its #826 holding.
Golden State Wealth Management first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q1 2019 and has held it in 11 quarters since.
125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.