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Independent Advisor Alliance’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Independent Advisor Alliance’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 		$4.22M Buy
+96,443
New +$4.37M 0.05% 355
2025
Q1 		– Sell
-101,945
Closed -$4.46M – 1188
2024
Q4 		$4.46M Buy
+101,945
New +$4.62M 0.06% 293

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

Independent Advisor Alliance's OUSM Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q1 2026: 96,443 shares worth $4.22M. The stake represents 0.05% of the portfolio and ranks #355 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in OUSM as recently as Q4 2024.

Independent Advisor Alliance first reported a position in OUSM in Q4 2024 and has held it in 2 quarters since. The position peaked at $4.46M in Q4 2024. 125 funds tracked by Wall St. Rank hold OUSM as of Q1 2026.

  • Independent Advisor Alliance held 96,443 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $4.22M as of Q1 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF was a new Independent Advisor Alliance position in Q1 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.05% of Independent Advisor Alliance's portfolio in Q1 2026, its #355 holding.
  • Independent Advisor Alliance first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $4.46M in Q4 2024.
  • 125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.