NWM
OUSM icon

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

Nova 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 		$417K Sell
8,780
-1,336
-13% -$61.9K 0.23% 101
2026
Q1 		$442K Sell
10,116
-115
-1% -$5.21K 0.29% 88
2025
Q4 		$448K Sell
10,231
-271
-3% -$11.9K 0.31% 82
2025
Q3 		$470K Sell
10,502
-809
-7% -$35.9K 0.33% 77
2025
Q2 		$489K Sell
11,311
-1,055
-9% -$44.1K 0.36% 72
2025
Q1 		$520K Sell
12,366
-5,585
-31% -$243K 0.45% 60
2024
Q4 		$785K Buy
+17,951
New +$813K 0.68% 38

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
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
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

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

Nova Wealth Management reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 13% in Q2 2026, selling an estimated $61.9K and leaving 8,780 shares worth $417K. The position accounts for 0.23% of the portfolio, ranked #101.

Nova Wealth Management first reported a position in OUSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $785K in Q4 2024. 18 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • Nova Wealth Management held 8,780 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $417K as of Q2 2026.
  • Nova Wealth Management sold 1,336 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2026, an estimated $61.9K.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.23% of Nova Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Nova Wealth Management first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $785K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

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