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

Premier Path 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 		$3.17M Sell
72,421
-9,674
-12% -$439K 0.41% 54
2025
Q4 		$3.59M Sell
82,095
-3,150
-4% -$138K 0.46% 43
2025
Q3 		$3.82M Buy
85,245
+5,694
+7% +$253K 0.49% 41
2025
Q2 		$3.44M Buy
79,551
+1,259
+2% +$52.6K 0.48% 44
2025
Q1 		$3.29M Buy
78,292
+860
+1% +$37.3K 0.51% 43
2024
Q4 		$3.39M Buy
77,432
+1,892
+3% +$85.7K 0.52% 41
2024
Q3 		$3.4M Buy
75,540
+3,920
+5% +$169K 0.54% 39
2024
Q2 		$2.95M Buy
71,620
+10,817
+18% +$445K 0.5% 41
2024
Q1 		$2.66M Buy
60,803
+23,562
+63% +$944K 0.5% 40
2023
Q4 		$1.48M Buy
+37,241
New +$1.34M 0.33% 70

Other funds holding OUSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return