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Hunter Perkins Capital Management’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Hunter Perkins Capital 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
2023
Q1 		– Sell
-8,312
Closed -$280K – 119
2022
Q4 		$280K Buy
+8,312
New +$276K 0.06% 84

Other funds holding OUSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Hunter Perkins Capital Management's OUSM Position: Q1 2023 in Review

Hunter Perkins Capital Management sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q1 2023, closing a stake of 8,312 shares — an estimated $280K sold.

Hunter Perkins Capital Management first reported a position in OUSM in Q4 2022 and held it in 1 quarter. The position peaked at $280K in Q4 2022. 50 funds tracked by Wall St. Rank hold OUSM as of Q1 2023.

  • Hunter Perkins Capital Management reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Hunter Perkins Capital Management sold 8,312 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2023, an estimated $280K.
  • Hunter Perkins Capital Management first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2022 and held it in 1 quarter.
  • Hunter Perkins Capital Management's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $280K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2023.

Based on Hunter Perkins Capital Management's 13F filing for Q1 2023, filed 14 Apr 2023.