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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

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

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. 124 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.
  • 124 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.