HighTower Advisors
OUSM icon

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

HighTower 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
2026
Q1 		$333K Hold
7,608
– – ﹤0.01% 3074
2025
Q4 		$333K Hold
7,608
– – ﹤0.01% 2962
2025
Q3 		$341K Hold
7,608
– – ﹤0.01% 2934
2025
Q2 		$329K Buy
7,608
+735
+11% +$30.7K ﹤0.01% 2849
2025
Q1 		$289K Sell
6,873
-1,784
-21% -$77.5K ﹤0.01% 2893
2024
Q4 		$378K Hold
8,657
– – ﹤0.01% 2705
2024
Q3 		$393K Hold
8,657
– – ﹤0.01% 2601
2024
Q2 		$354K Hold
8,657
– – ﹤0.01% 2581
2024
Q1 		$369K Sell
8,657
-70
-0.8% -$2.8K ﹤0.01% 2517
2023
Q4 		$345K Sell
8,727
-293
-3% -$10.6K ﹤0.01% 2602
2023
Q3 		$319K Sell
9,020
-10
-0.1% -$364 ﹤0.01% 2552
2023
Q2 		$331K Sell
9,030
-300
-3% -$10.6K ﹤0.01% 2500
2023
Q1 		$331K Sell
9,330
-1,060
-10% -$37.6K ﹤0.01% 2401
2022
Q4 		$350K Buy
10,390
+955
+10% +$31.7K ﹤0.01% 2363
2022
Q3 		$281K Buy
+9,435
New +$311K ﹤0.01% 2383

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SA
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UBS Group
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SCM
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Bank of America
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return