Moloney Securities Asset Management’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Moloney Securities Asset 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 Q3	–	Sell	-5,645	Closed	-$244K	–	520
2025 Q2	$244K	Buy	5,645 +453	+9%	+$18.9K	0.03%	408
2025 Q1	$218K	Buy	5,192 +233	+5%	+$10.1K	0.03%	417
2024 Q4	$217K	Buy	+4,959	New	+$225K	0.03%	403

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Moloney Securities Asset Management's OUSM Position: Q3 2025 in Review

Moloney Securities Asset Management sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q3 2025, closing a stake of 5,645 shares — an estimated $244K sold.

Moloney Securities Asset Management first reported a position in OUSM in Q4 2024 and held it in 3 quarters. The position peaked at $244K in Q2 2025. 121 funds tracked by Wall St. Rank hold OUSM as of Q3 2025.

Moloney Securities Asset Management reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q3 2025 after selling out during the quarter.
Moloney Securities Asset Management sold 5,645 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q3 2025, an estimated $244K.
Moloney Securities Asset Management first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2024 and held it in 3 quarters.
Moloney Securities Asset Management's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $244K in Q2 2025.
121 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.