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

Robinswood Financial’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 Q4	–	Sell	-285	Closed	-$12.8K	–	358
2024 Q3	$12.8K	Hold	285	–	–	﹤0.01%	193
2024 Q2	$11.8K	Hold	285	–	–	﹤0.01%	198
2024 Q1	$12K	Hold	285	–	–	0.01%	144
2023 Q4	$11.2K	Hold	285	–	–	﹤0.01%	142
2023 Q3	$10K	Hold	285	–	–	﹤0.01%	144
2023 Q2	$10.5K	Buy	+285	New	+$10K	﹤0.01%	129

Other funds holding OUSM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Robinswood Financial's OUSM Position: Q4 2024 in Review

Robinswood Financial sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q4 2024, closing a stake of 285 shares — an estimated $12.8K sold.

Robinswood Financial first reported a position in OUSM in Q2 2023 and held it in 6 quarters. The position peaked at $12.8K in Q3 2024. 119 funds tracked by Wall St. Rank hold OUSM as of Q4 2024.

Robinswood Financial reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q4 2024 after selling out during the quarter.
Robinswood Financial sold 285 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q4 2024, an estimated $12.8K.
Robinswood Financial first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q2 2023 and held it in 6 quarters.
Robinswood Financial's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $12.8K in Q3 2024.
119 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q4 2024.

Based on Robinswood Financial's 13F filing for Q4 2024, filed 15 Jul 2026.