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
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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Kingsview Wealth Management's OUSM Position: Q4 2025 in Review

Kingsview Wealth Management sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q4 2025, closing a stake of 6,564 shares — an estimated $294K sold.

Kingsview Wealth Management first reported a position in OUSM in Q3 2024 and held it in 5 quarters. The position peaked at $342K in Q2 2025. 125 funds tracked by Wall St. Rank hold OUSM as of Q4 2025.

Kingsview Wealth Management reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q4 2025 after selling out during the quarter.
Kingsview Wealth Management sold 6,564 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q4 2025, an estimated $294K.
Kingsview Wealth Management first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2024 and held it in 5 quarters.
Kingsview Wealth Management's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $342K in Q2 2025.
125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.