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

Kingsview 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 		$208K Buy
+4,383
New +$203K ﹤0.01% 1343
2025
Q4 		– Sell
-6,564
Closed -$294K – 1306
2025
Q3 		$294K Sell
6,564
-1,362
-17% -$60.5K ﹤0.01% 970
2025
Q2 		$342K Buy
7,926
+380
+5% +$15.9K 0.01% 897
2025
Q1 		$317K Buy
7,546
+87
+1% +$3.78K 0.01% 873
2024
Q4 		$326K Buy
7,459
+8
+0.1% +$362 0.01% 869
2024
Q3 		$336K Buy
+7,451
New +$321K 0.01% 846

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 $292M AUM 22.71% 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

Kingsview Wealth Management's OUSM Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2026: 4,383 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1343 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in OUSM as recently as Q3 2025.

Kingsview Wealth Management first reported a position in OUSM in Q3 2024 and has held it in 6 quarters since. The position peaked at $342K in Q2 2025. 124 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • Kingsview Wealth Management held 4,383 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $208K as of Q2 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF was a new Kingsview Wealth Management position in Q2 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1343 holding.
  • Kingsview Wealth Management first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2024 and has held it in 6 quarters since.
  • Kingsview Wealth Management's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $342K in Q2 2025.
  • 124 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.