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

National Wealth Management Group’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 		$550K Sell
11,565
-221
-2% -$10.2K 0.17% 110
2026
Q1 		$516K Sell
11,786
-2,486
-17% -$113K 0.19% 106
2025
Q4 		$624K Buy
14,272
+228
+2% +$10K 0.22% 102
2025
Q3 		$629K Buy
+14,044
New +$623K 0.24% 101

Other funds holding OUSM

SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

National Wealth Management Group's OUSM Position: Q2 2026 in Review

National Wealth Management Group reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 1.9% in Q2 2026, selling an estimated $10.2K and leaving 11,565 shares worth $550K. The position accounts for 0.17% of the portfolio, ranked #110.

National Wealth Management Group first reported a position in OUSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $629K in Q3 2025. 23 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • National Wealth Management Group held 11,565 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $550K as of Q2 2026.
  • National Wealth Management Group sold 221 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2026, an estimated $10.2K.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.17% of National Wealth Management Group's portfolio in Q2 2026, its #110 holding.
  • National Wealth Management Group first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • National Wealth Management Group's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $629K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.