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

Symphony 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
2025
Q1 		– Sell
-20,836
Closed -$911K – 90
2024
Q4 		$911K Sell
20,836
-7,011
-25% -$318K 0.73% 25
2024
Q3 		$1.26M Buy
27,847
+1,861
+7% +$80.1K 1.07% 22
2024
Q2 		$1.06M Buy
+25,986
New +$1.07M 0.91% 22

Other funds holding OUSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Symphony Financial Services's OUSM Position: Q1 2025 in Review

Symphony Financial Services sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q1 2025, closing a stake of 20,836 shares — an estimated $911K sold.

Symphony Financial Services first reported a position in OUSM in Q2 2024 and held it in 3 quarters. The position peaked at $1.26M in Q3 2024. 117 funds tracked by Wall St. Rank hold OUSM as of Q1 2025.

  • Symphony Financial Services reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Symphony Financial Services sold 20,836 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2025, an estimated $911K.
  • Symphony Financial Services first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q2 2024 and held it in 3 quarters.
  • Symphony Financial Services's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $1.26M in Q3 2024.
  • 117 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2025.

Based on Symphony Financial Services's 13F filing for Q1 2025, filed 12 May 2025.