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

Prospera Financial Services’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
2024
Q2 		– Sell
-30,337
Closed -$1.29M – 1172
2024
Q1 		$1.29M Buy
+30,337
New +$1.21M 0.04% 436
2020
Q4 		– Sell
-1,509
Closed -$40K – 1288
2020
Q3 		$40K Buy
+1,509
New +$39.9K 0.02% 688

Other funds holding OUSM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Prospera Financial Services's OUSM Position: Q2 2024 in Review

Prospera Financial Services sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2024, closing a stake of 30,337 shares — an estimated $1.29M sold.

Prospera Financial Services first reported a position in OUSM in Q3 2020 and held it in 2 quarters. The position peaked at $1.29M in Q1 2024. 93 funds tracked by Wall St. Rank hold OUSM as of Q2 2024.

  • Prospera Financial Services reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Prospera Financial Services sold 30,337 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2024, an estimated $1.29M.
  • Prospera Financial Services first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $1.29M in Q1 2024.
  • 93 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2024.

Based on Prospera Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.