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 Q2	$246K	Buy	5,167 +10	+0.2%	+$463	0.06%	136
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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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 Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prasad Wealth Partners's OUSM Position: Q2 2026 in Review

Prasad Wealth Partners increased its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 0.19% in Q2 2026, buying an estimated $463 and bringing the position to 5,167 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #136.

Prasad Wealth Partners first reported a position in OUSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.2M in Q3 2025. 125 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

Prasad Wealth Partners held 5,167 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $246K as of Q2 2026.
Prasad Wealth Partners bought 10 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2026, an estimated $463.
ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.06% of Prasad Wealth Partners's portfolio in Q2 2026, its #136 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 7 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 Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.