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Park Edge Advisors’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Park Edge 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
2026
Q2 		$6.04M Buy
127,116
+68,421
+117% +$3.17M 1.27% 12
2026
Q1 		$2.57M Buy
58,695
+259
+0.4% +$11.7K 0.59% 28
2025
Q4 		$2.56M Buy
58,436
+882
+2% +$38.8K 0.58% 36
2025
Q3 		$2.58M Buy
57,554
+12,383
+27% +$550K 0.6% 31
2025
Q2 		$1.95M Sell
45,171
-3,413
-7% -$143K 0.5% 41
2025
Q1 		$2.04M Sell
48,584
-18,430
-28% -$800K 0.57% 30
2024
Q4 		$2.93M Buy
67,014
+5,509
+9% +$250K 0.85% 21
2024
Q3 		$2.77M Buy
61,505
+32,735
+114% +$1.41M 0.79% 19
2024
Q2 		$1.19M Sell
28,770
-6,735
-19% -$277K 0.36% 45
2024
Q1 		$1.51M Buy
35,505
+314
+0.9% +$12.6K 0.42% 30
2023
Q4 		$1.38M Buy
35,191
+802
+2% +$28.9K 0.48% 25
2023
Q3 		$1.21M Sell
34,389
-615
-2% -$22.4K 0.43% 25
2023
Q2 		$1.28M Sell
35,004
-139
-0.4% -$4.9K 0.43% 23
2023
Q1 		$1.24M Buy
+35,143
New +$1.25M 0.48% 21

Other funds holding OUSM

SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 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
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
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Park Edge Advisors's OUSM Position: Q2 2026 in Review

Park Edge Advisors increased its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 117% in Q2 2026, buying an estimated $3.17M and bringing the position to 127,116 shares worth $6.04M. The position accounts for 1.27% of the portfolio, ranked #12.

Park Edge Advisors first reported a position in OUSM in Q1 2023 and has held it in 14 quarters since. 18 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • Park Edge Advisors held 127,116 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $6.04M as of Q2 2026.
  • Park Edge Advisors bought 68,421 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2026, an estimated $3.17M.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 1.27% of Park Edge Advisors's portfolio in Q2 2026, its #12 holding.
  • Park Edge Advisors first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q1 2023 and has held it in 14 quarters since.
  • 18 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.