IAA
OUSM icon

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
Q2 		– Sell
-96,443
Closed -$4.22M – 1455
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

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

Independent Advisor Alliance's OUSM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2026, closing a stake of 96,443 shares — an estimated $4.22M sold.

Independent Advisor Alliance first reported a position in OUSM in Q4 2024 and held it in 2 quarters. The position peaked at $4.46M in Q4 2024. 124 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • Independent Advisor Alliance reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 96,443 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2026, an estimated $4.22M.
  • Independent Advisor Alliance first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $4.46M in Q4 2024.
  • 124 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.