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New Wave Wealth Advisors’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

New Wave Wealth Advisors’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
Q1 		– Sell
-139
Closed -$6.08K – 511
2024
Q4 		$6.08K Buy
+139
New +$6.3K ﹤0.01% 409

Other funds holding OUSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

New Wave Wealth Advisors's OUSM Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q1 2025, closing a stake of 139 shares — an estimated $6.08K sold.

New Wave Wealth Advisors first reported a position in OUSM in Q4 2024 and held it in 1 quarter. The position peaked at $6.08K in Q4 2024. 117 funds tracked by Wall St. Rank hold OUSM as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 139 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2025, an estimated $6.08K.
  • New Wave Wealth Advisors first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $6.08K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.