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Institute for Wealth Management’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Institute for Wealth 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
2026
Q2 		$10.3K Buy
+217
New +$10.1K ﹤0.01% 1313

Other funds holding OUSM

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
FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

Institute for Wealth Management's OUSM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2026: 217 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #1313 among its holdings.

72 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • Institute for Wealth Management held 217 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $10.3K as of Q2 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF was a new Institute for Wealth Management position in Q2 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1313 holding.
  • 72 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.