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

IFP 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
Q2 		$48.1K Hold
1,013
– – ﹤0.01% 2428
2026
Q1 		$44.3K Hold
1,013
– – ﹤0.01% 2319
2025
Q4 		$44.3K Hold
1,013
– – ﹤0.01% 2257
2025
Q3 		$45.4K Hold
1,013
– – ﹤0.01% 2122
2025
Q2 		$43.8K Buy
1,013
+2
+0.2% +$84 ﹤0.01% 2116
2025
Q1 		$42.5K Buy
1,011
+4
+0.4% +$174 ﹤0.01% 1965
2024
Q4 		$44K Buy
1,007
+7
+0.7% +$317 ﹤0.01% 1884
2024
Q3 		$45.1K Buy
1,000
+4
+0.4% +$172 ﹤0.01% 1780
2024
Q2 		$41.1K Buy
996
+4
+0.4% +$165 ﹤0.01% 1761
2024
Q1 		$42.2K Buy
992
+4
+0.4% +$160 ﹤0.01% 1660
2023
Q4 		$38.7K Buy
988
+3
+0.3% +$108 ﹤0.01% 1642
2023
Q3 		$34.6K Buy
985
+6
+0.6% +$218 ﹤0.01% 1709
2023
Q2 		$35.9K Buy
979
+3
+0.3% +$106 ﹤0.01% 1750
2023
Q1 		$30.3K Buy
976
+7
+0.7% +$248 ﹤0.01% 1825
2022
Q4 		$30K Sell
969
-955
-50% -$31.7K ﹤0.01% 2600
2022
Q3 		$56K Buy
1,924
+4
+0.2% +$132 ﹤0.01% 2277
2022
Q2 		$56K Hold
1,920
– – ﹤0.01% 2083
2022
Q1 		$56K Buy
1,920
+969
+102% +$33.9K ﹤0.01% 2083
2021
Q4 		$35K Buy
951
+4
+0.4% +$146 ﹤0.01% 1694
2021
Q3 		$33K Buy
947
+4
+0.4% +$142 ﹤0.01% 1761
2021
Q2 		$33K Buy
943
+3
+0.3% +$106 ﹤0.01% 1707
2021
Q1 		$32K Buy
940
+6
+0.6% +$196 ﹤0.01% 1635
2020
Q4 		$29K Buy
934
+5
+0.5% +$145 ﹤0.01% 1657
2020
Q3 		$24K Buy
929
+2
+0.2% +$53 ﹤0.01% 1578
2020
Q2 		$23K Buy
927
+7
+0.8% +$166 ﹤0.01% 1512
2020
Q1 		$20K Buy
920
+6
+0.7% +$161 ﹤0.01% 1483
2019
Q4 		$27K Sell
914
-1,089
-54% -$31.2K ﹤0.01% 1496
2019
Q3 		$55K Buy
+2,003
New +$55K ﹤0.01% 1327
2019
Q1 		– Sell
-2,594
Closed -$61K – 3103
2018
Q4 		$61K Buy
2,594
+192
+8% +$4.95K ﹤0.01% 1492
2018
Q3 		$68K Buy
2,402
+202
+9% +$5.72K ﹤0.01% 1718
2018
Q2 		$60K Buy
+2,200
New +$58.9K ﹤0.01% 1806

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

IFP Advisors's OUSM Position: Q2 2026 in Review

IFP Advisors held its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) position steady in Q2 2026 at 1,013 shares worth $48.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2428.

IFP Advisors first reported a position in OUSM in Q2 2018 and has held it in 31 quarters since. The position peaked at $68K in Q3 2018. 125 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • IFP Advisors held 1,013 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $48.1K as of Q2 2026.
  • IFP Advisors left its ALPS O'Shares US Small-Cap Quality Dividend ETF share count unchanged in Q2 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2428 holding.
  • IFP Advisors first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q2 2018 and has held it in 31 quarters since.
  • IFP Advisors's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $68K in Q3 2018.
  • 125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.