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

Strategic Blueprint’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
2025 Q2	–	Sell	-8,501	Closed	-$357K	–	718
2025 Q1	$357K	Buy	8,501 +1,645	+24%	+$71.4K	0.02%	493
2024 Q4	$300K	Buy	6,856 +735	+12%	+$33.3K	0.02%	522
2024 Q3	$276K	Buy	+6,121	New	+$263K	0.02%	530

Other funds holding OUSM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Blueprint's OUSM Position: Q2 2025 in Review

Strategic Blueprint sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2025, closing a stake of 8,501 shares — an estimated $357K sold.

Strategic Blueprint first reported a position in OUSM in Q3 2024 and held it in 3 quarters. The position peaked at $357K in Q1 2025. 121 funds tracked by Wall St. Rank hold OUSM as of Q2 2025.

Strategic Blueprint reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q2 2025 after selling out during the quarter.
Strategic Blueprint sold 8,501 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2025, an estimated $357K.
Strategic Blueprint first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2024 and held it in 3 quarters.
Strategic Blueprint's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $357K in Q1 2025.
121 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2025.

Based on Strategic Blueprint's 13F filing for Q2 2025, filed 30 Jul 2025.