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

Sowell Financial Services’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
2020 Q2	–	Sell	-84	Closed	-$2K	–	2619
2020 Q1	$2K	Hold	84	–	–	﹤0.01%	2099
2019 Q4	$2K	Hold	84	–	–	﹤0.01%	2217
2019 Q3	$2K	Buy	+84	New	+$2.31K	﹤0.01%	2109

Other funds holding OUSM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return