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

Professional Financial 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
2022
Q2 		– Sell
-15
Closed -$1K – 495
2022
Q1 		$1K Hold
15
– – ﹤0.01% 458
2021
Q4 		$1K Hold
15
– – ﹤0.01% 455
2021
Q3 		$1K Hold
15
– – ﹤0.01% 397
2021
Q2 		$1K Hold
15
– – ﹤0.01% 393
2021
Q1 		$1K Buy
+15
New +$491 ﹤0.01% 351

Other funds holding OUSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Professional Financial Advisors's OUSM Position: Q2 2022 in Review

Professional Financial Advisors sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2022, closing a stake of 15 shares — an estimated $1K sold.

Professional Financial Advisors first reported a position in OUSM in Q1 2021 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 38 funds tracked by Wall St. Rank hold OUSM as of Q2 2022.

  • Professional Financial Advisors reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 15 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2022, an estimated $1K.
  • Professional Financial Advisors first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q1 2021 and held it in 5 quarters.
  • Professional Financial Advisors's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $1K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2022.

Based on Professional Financial Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.