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

Stifel Financial’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
Q2 		$3.95M Sell
83,028
-58,538
-41% -$2.71M ﹤0.01% 1562
2026
Q1 		$6.19M Sell
141,566
-42,458
-23% -$1.93M 0.01% 1227
2025
Q4 		$8.05M Sell
184,024
-4,942
-3% -$217K 0.01% 1076
2025
Q3 		$8.47M Buy
188,966
+9,138
+5% +$406K 0.01% 1018
2025
Q2 		$7.77M Sell
179,828
-20,967
-10% -$876K 0.01% 1012
2025
Q1 		$8.44M Buy
200,795
+2,946
+1% +$128K 0.01% 920
2024
Q4 		$8.65M Buy
197,849
+1,927
+1% +$87.3K 0.01% 919
2024
Q3 		$8.83M Buy
195,922
+15,516
+9% +$668K 0.01% 892
2024
Q2 		$7.44M Buy
180,406
+34,549
+24% +$1.42M 0.01% 933
2024
Q1 		$6.21M Sell
145,857
-5,317
-4% -$213K 0.01% 1026
2023
Q4 		$5.92M Buy
151,174
+7,217
+5% +$260K 0.01% 1014
2023
Q3 		$5.05M Buy
143,957
+1,365
+1% +$49.7K 0.01% 1028
2023
Q2 		$5.23M Buy
142,592
+5,237
+4% +$185K 0.01% 1014
2023
Q1 		$4.85M Buy
137,355
+130,729
+1,973% +$4.63M 0.01% 1032
2022
Q4 		$222K Buy
+6,626
New +$220K ﹤0.01% 2925

Other funds holding OUSM

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial's OUSM Position: Q2 2026 in Review

Stifel Financial reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 41% in Q2 2026, selling an estimated $2.71M and leaving 83,028 shares worth $3.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Stifel Financial first reported a position in OUSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.83M in Q3 2024. 125 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • Stifel Financial held 83,028 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $3.95M as of Q2 2026.
  • Stifel Financial sold 58,538 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2026, an estimated $2.71M.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1562 holding.
  • Stifel Financial first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q4 2022 and has held it in 15 quarters since.
  • Stifel Financial's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $8.83M in Q3 2024.
  • 125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.