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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 – 2612
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

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SCM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Sowell Financial Services's OUSM Position: Q2 2020 in Review

Sowell Financial Services sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2020, closing a stake of 84 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in OUSM in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 31 funds tracked by Wall St. Rank hold OUSM as of Q2 2020.

  • Sowell Financial Services reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 84 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2020, an estimated $2K.
  • Sowell Financial Services first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $2K in Q1 2020.
  • 31 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.