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Sandy Spring Bank’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Sandy Spring Bank’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
Q1 		$4.45K Hold
106
– – ﹤0.01% 962
2024
Q4 		$4.63K Buy
+106
New +$4.8K ﹤0.01% 982

Other funds holding OUSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sandy Spring Bank's OUSM Position: Q1 2025 in Review

Sandy Spring Bank held its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) position steady in Q1 2025 at 106 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Sandy Spring Bank first reported a position in OUSM in Q4 2024 and has held it in 2 quarters since. The position peaked at $4.63K in Q4 2024. 117 funds tracked by Wall St. Rank hold OUSM as of Q1 2025.

  • Sandy Spring Bank held 106 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $4.45K as of Q1 2025.
  • Sandy Spring Bank left its ALPS O'Shares US Small-Cap Quality Dividend ETF share count unchanged in Q1 2025.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #962 holding.
  • Sandy Spring Bank first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2024 and has held it in 2 quarters since.
  • Sandy Spring Bank's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $4.63K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.