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

Mission 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 		$256K Buy
+5,393
New +$250K ﹤0.01% 935

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 $293M AUM 32.48% 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

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

Mission Wealth Management opened a new position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2026: 5,393 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #935 among its holdings.

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

  • Mission Wealth Management held 5,393 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $256K as of Q2 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF was a new Mission Wealth Management position in Q2 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #935 holding.
  • 125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.