IWC
OUSM icon

Integrated Wealth Concepts’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Integrated Wealth Concepts’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 		$79.2K Buy
+1,667
New +$77.2K ﹤0.01% 2999

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

Integrated Wealth Concepts's OUSM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2026: 1,667 shares worth $79.2K. The stake represents ﹤0.01% of the portfolio and ranks #2999 among its holdings.

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

  • Integrated Wealth Concepts held 1,667 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $79.2K as of Q2 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2999 holding.
  • 125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.