HW
OUSM icon

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

HORAN Wealth’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 		$620K Sell
13,045
-552
-4% -$25.6K 0.08% 128
2026
Q1 		$595K Hold
13,597
– – 0.06% 130
2025
Q4 		$595K Buy
13,597
+724
+6% +$31.8K 0.09% 111
2025
Q3 		$577K Buy
+12,873
New +$571K 0.09% 125

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

HORAN Wealth's OUSM Position: Q2 2026 in Review

HORAN Wealth reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 4.1% in Q2 2026, selling an estimated $25.6K and leaving 13,045 shares worth $620K. The position accounts for 0.08% of the portfolio, ranked #128.

HORAN Wealth first reported a position in OUSM in Q3 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • HORAN Wealth held 13,045 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $620K as of Q2 2026.
  • HORAN Wealth sold 552 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2026, an estimated $25.6K.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.08% of HORAN Wealth's portfolio in Q2 2026, its #128 holding.
  • HORAN Wealth first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.