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Matthew Hamilton Rosenberg’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		– Sell
-450
Closed -$19.4K – 825
2025
Q2 		$19.4K Sell
450
-600
-57% -$25.1K ﹤0.01% 564
2025
Q1 		$44.1K Buy
1,050
+449
+75% +$19.5K 0.01% 442
2024
Q4 		$26.3K Buy
+601
New +$27.2K 0.01% 507

Other funds holding OUSM

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Matthew Hamilton Rosenberg's OUSM Position: Q3 2025 in Review

Matthew Hamilton Rosenberg sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q3 2025, closing a stake of 450 shares — an estimated $19.4K sold.

Matthew Hamilton Rosenberg first reported a position in OUSM in Q4 2024 and held it in 3 quarters. The position peaked at $44.1K in Q1 2025. 121 funds tracked by Wall St. Rank hold OUSM as of Q3 2025.

  • Matthew Hamilton Rosenberg reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 450 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q3 2025, an estimated $19.4K.
  • Matthew Hamilton Rosenberg first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2024 and held it in 3 quarters.
  • Matthew Hamilton Rosenberg's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $44.1K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q3 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2025, filed 10 Nov 2025.