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

Sheets Smith Wealth Management’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
2026
Q3 		$3.56M Sell
77,540
-2,015
-3% -$97.6K 0.37% 67
2026
Q2 		$3.78M Sell
79,555
-4,085
-5% -$189K 0.38% 65
2026
Q1 		$3.66M Sell
83,640
-4,482
-5% -$203K 0.41% 59
2025
Q4 		$3.85M Sell
88,122
-4,455
-5% -$196K 0.42% 54
2025
Q3 		$4.15M Sell
92,577
-8,187
-8% -$363K 0.47% 51
2025
Q2 		$4.35M Sell
100,764
-551
-0.5% -$23K 0.51% 49
2025
Q1 		$4.26M Sell
101,315
-740
-0.7% -$32.1K 0.53% 51
2024
Q4 		$4.46M Buy
102,055
+16,217
+19% +$735K 0.54% 48
2024
Q3 		$3.87M Buy
85,838
+1,940
+2% +$83.5K 0.47% 53
2024
Q2 		$3.46M Sell
83,898
-404
-0.5% -$16.6K 0.41% 62
2024
Q1 		$3.59M Buy
84,302
+6,061
+8% +$243K 0.4% 64
2023
Q4 		$3.07M Buy
78,241
+51,516
+193% +$1.86M 0.44% 61
2023
Q3 		$938K Sell
26,725
-2,791
-9% -$102K 0.14% 142
2023
Q2 		$1.08M Buy
29,516
+18
+0.1% +$635 0.16% 126
2023
Q1 		$1.04M Buy
29,498
+900
+3% +$31.9K 0.16% 127
2022
Q4 		$960K Hold
28,598
– – 0.15% 132
2022
Q3 		$858K Sell
28,598
-10
-0% -$329 0.14% 142
2022
Q2 		$904K Sell
28,608
-60
-0.2% -$1.99K 0.15% 141
2022
Q1 		$998K Buy
28,668
+1,000
+4% +$35K 0.14% 143
2021
Q4 		$1.03M Hold
27,668
– – 0.13% 149
2021
Q3 		$958K Buy
27,668
+85
+0.3% +$3.02K 0.13% 149
2021
Q2 		$968K Hold
27,583
– – 0.13% 150
2021
Q1 		$942K Sell
27,583
-29
-0.1% -$949 0.14% 146
2020
Q4 		$859K Buy
27,612
+37
+0.1% +$1.08K 0.13% 148
2020
Q3 		$724K Hold
27,575
– – 0.13% 147
2020
Q2 		$688K Buy
27,575
+8,390
+44% +$198K 0.14% 133
2020
Q1 		$402K Hold
19,185
– – 0.08% 179
2019
Q4 		$568K Hold
19,185
– – 0.11% 189
2019
Q3 		$535K Hold
19,185
– – 0.11% 183
2019
Q2 		$527K Buy
19,185
+38
+0.2% +$1.03K 0.11% 197
2019
Q1 		$508K Hold
19,147
– – 0.11% 200
2018
Q4 		$452K Buy
19,147
+7,793
+69% +$201K 0.12% 175
2018
Q3 		$322K Buy
+11,354
New +$321K 0.07% 281

Other funds holding OUSM

Stonehearth Capital Management
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
Clay Northam Wealth Management
Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Beacon Financial Advisory
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
Acorn Wealth Advisors
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Royal Palms Capital
Royal Palms Capital Whitefish, Montana $113M AUM 42.1% 1-Year Est. Return

Sheets Smith Wealth Management's OUSM Position: Q3 2026 in Review

Sheets Smith Wealth Management reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 2.5% in Q3 2026, selling an estimated $97.6K and leaving 77,540 shares worth $3.56M. The position accounts for 0.37% of the portfolio, ranked #67.

Sheets Smith Wealth Management first reported a position in OUSM in Q3 2018 and has held it in 33 quarters since. The position peaked at $4.46M in Q4 2024. 32 funds tracked by Wall St. Rank hold OUSM as of Q3 2026.

  • Sheets Smith Wealth Management held 77,540 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $3.56M as of Q3 2026.
  • Sheets Smith Wealth Management sold 2,015 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q3 2026, an estimated $97.6K.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.37% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #67 holding.
  • Sheets Smith Wealth Management first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2018 and has held it in 33 quarters since.
  • Sheets Smith Wealth Management's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $4.46M in Q4 2024.
  • 32 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.