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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
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

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
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 $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
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

HORAN Wealth's OUSM Position: Q1 2026 in Review

HORAN Wealth held its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) position steady in Q1 2026 at 13,597 shares worth $595K. The position accounts for 0.06% of the portfolio, ranked #130.

HORAN Wealth first reported a position in OUSM in Q3 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold OUSM as of Q1 2026.

  • HORAN Wealth held 13,597 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $595K as of Q1 2026.
  • HORAN Wealth left its ALPS O'Shares US Small-Cap Quality Dividend ETF share count unchanged in Q1 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.06% of HORAN Wealth's portfolio in Q1 2026, its #130 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 3 quarters since.
  • 125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.