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Intrepid Financial Planning Group’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Intrepid Financial Planning Group’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 		$467K Buy
10,669
+908
+9% +$41.2K 0.19% 79
2025
Q4 		$427K Buy
9,761
+1,456
+18% +$64K 0.16% 81
2025
Q3 		$372K Buy
8,305
+897
+12% +$39.8K 0.14% 90
2025
Q2 		$320K Buy
7,408
+931
+14% +$38.9K 0.13% 91
2025
Q1 		$279K Buy
+6,477
New +$281K 0.13% 97

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

Intrepid Financial Planning Group's OUSM Position: Q1 2026 in Review

Intrepid Financial Planning Group increased its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 9.3% in Q1 2026, buying an estimated $41.2K and bringing the position to 10,669 shares worth $467K. The position accounts for 0.19% of the portfolio, ranked #79.

Intrepid Financial Planning Group first reported a position in OUSM in Q1 2025 and has held it in 5 quarters since. 125 funds tracked by Wall St. Rank hold OUSM as of Q1 2026.

  • Intrepid Financial Planning Group held 10,669 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $467K as of Q1 2026.
  • Intrepid Financial Planning Group bought 908 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2026, an estimated $41.2K.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.19% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #79 holding.
  • Intrepid Financial Planning Group first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q1 2025 and has held it in 5 quarters since.
  • 125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.