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

JMG Financial 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 Q2	$265K	Buy	+5,579	New	+$258K	0.01%	122

Other funds holding OUSM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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 Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JMG Financial Group's OUSM Position: Q2 2026 in Review

JMG Financial Group opened a new position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2026: 5,579 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #122 among its holdings.

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

JMG Financial Group held 5,579 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $265K as of Q2 2026.
ALPS O'Shares US Small-Cap Quality Dividend ETF was a new JMG Financial Group position in Q2 2026.
ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.01% of JMG Financial Group's portfolio in Q2 2026, its #122 holding.
125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.