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

PUREfi Wealth’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
2025
Q2 		– Sell
-15,950
Closed -$670K – 160
2025
Q1 		$670K Buy
15,950
+3,475
+28% +$151K 0.67% 38
2024
Q4 		$545K Buy
+12,475
New +$565K 0.53% 44

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
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PUREfi Wealth's OUSM Position: Q2 2025 in Review

PUREfi Wealth sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2025, closing a stake of 15,950 shares — an estimated $670K sold.

PUREfi Wealth first reported a position in OUSM in Q4 2024 and held it in 2 quarters. The position peaked at $670K in Q1 2025. 121 funds tracked by Wall St. Rank hold OUSM as of Q2 2025.

  • PUREfi Wealth reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • PUREfi Wealth sold 15,950 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2025, an estimated $670K.
  • PUREfi Wealth first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2024 and held it in 2 quarters.
  • PUREfi Wealth's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $670K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2025.

Based on PUREfi Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.