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

Prasad Wealth Partners’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 Q1	$226K	Sell	5,157 -2,823	-35%	-$128K	0.06%	132
2025 Q4	$349K	Sell	7,980 -218,888	-96%	-$9.62M	0.09%	96
2025 Q3	$10.2M	Sell	226,868 -5,479	-2%	-$243K	2.83%	10
2025 Q2	$10M	Buy	232,347 +31,453	+16%	+$1.31M	2.94%	10
2025 Q1	$8.44M	Buy	200,894 +33,626	+20%	+$1.46M	2.76%	12
2024 Q4	$7.31M	Buy	+167,268	New	+$7.58M	2.37%	15

Other funds holding OUSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Prasad Wealth Partners's OUSM Position: Q1 2026 in Review

Prasad Wealth Partners reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 35% in Q1 2026, selling an estimated $128K and leaving 5,157 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #132.

Prasad Wealth Partners first reported a position in OUSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.2M in Q3 2025. 125 funds tracked by Wall St. Rank hold OUSM as of Q1 2026.

Prasad Wealth Partners held 5,157 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $226K as of Q1 2026.
Prasad Wealth Partners sold 2,823 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2026, an estimated $128K.
ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.06% of Prasad Wealth Partners's portfolio in Q1 2026, its #132 holding.
Prasad Wealth Partners first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2024 and has held it in 6 quarters since.
Prasad Wealth Partners's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $10.2M in Q3 2025.
125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2026.

Based on Prasad Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.