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Grove Bank & Trust’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Grove Bank & Trust’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
2023
Q4 		– Sell
-300
Closed -$10.5K – 669
2023
Q3 		$10.5K Buy
+300
New +$10.9K ﹤0.01% 515

Other funds holding OUSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Grove Bank & Trust's OUSM Position: Q4 2023 in Review

Grove Bank & Trust sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q4 2023, closing a stake of 300 shares — an estimated $10.5K sold.

Grove Bank & Trust first reported a position in OUSM in Q3 2023 and held it in 1 quarter. The position peaked at $10.5K in Q3 2023. 73 funds tracked by Wall St. Rank hold OUSM as of Q4 2023.

  • Grove Bank & Trust reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 300 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q4 2023, an estimated $10.5K.
  • Grove Bank & Trust first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2023 and held it in 1 quarter.
  • Grove Bank & Trust's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $10.5K in Q3 2023.
  • 73 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q4 2023.

Based on Grove Bank & Trust's 13F filing for Q4 2023, filed 30 Jan 2024.