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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
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 – 678
2020
Q1 		$15K Buy
+700
New +$18.8K 0.01% 547
2019
Q4 		– Sell
-1,201
Closed -$33K – 660
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return