Sigma Planning Corp
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Sigma Planning Corp’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Sigma Planning Corp’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 		$275K Sell
5,986
-13,408
-69% -$650K 0.01% 1098
2026
Q2 		$922K Sell
19,394
-360
-2% -$16.7K 0.02% 628
2026
Q1 		$864K Sell
19,754
-696
-3% -$31.6K 0.02% 627
2025
Q4 		$895K Sell
20,450
-1,974
-9% -$86.8K 0.02% 577
2025
Q3 		$1M Sell
22,424
-1,459
-6% -$64.8K 0.03% 528
2025
Q2 		$1.03M Buy
23,883
+2,064
+9% +$86.3K 0.03% 493
2025
Q1 		$917K Sell
21,819
-1,907
-8% -$82.8K 0.03% 521
2024
Q4 		$1.04M Buy
23,726
+2,235
+10% +$101K 0.03% 477
2024
Q3 		$969K Buy
21,491
+90
+0.4% +$3.87K 0.03% 510
2024
Q2 		$882K Buy
21,401
+612
+3% +$25.2K 0.03% 515
2024
Q1 		$885K Buy
20,789
+10,868
+110% +$435K 0.03% 540
2023
Q4 		$389K Sell
9,921
-6,213
-39% -$224K 0.03% 541
2023
Q3 		$566K Buy
16,134
+1,448
+10% +$52.7K 0.02% 654
2023
Q2 		$539K Sell
14,686
-689
-4% -$24.3K 0.02% 707
2023
Q1 		$543K Buy
+15,375
New +$545K 0.02% 759

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
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 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

Sigma Planning Corp's OUSM Position: Q3 2026 in Review

Sigma Planning Corp reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 69% in Q3 2026, selling an estimated $650K and leaving 5,986 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #1098.

Sigma Planning Corp first reported a position in OUSM in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.04M in Q4 2024. 32 funds tracked by Wall St. Rank hold OUSM as of Q3 2026.

  • Sigma Planning Corp held 5,986 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $275K as of Q3 2026.
  • Sigma Planning Corp sold 13,408 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q3 2026, an estimated $650K.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1098 holding.
  • Sigma Planning Corp first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q1 2023 and has held it in 15 quarters since.
  • Sigma Planning Corp's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $1.04M 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 Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.