TWP
OUSM icon

TFO Wealth Partners’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

TFO Wealth Partners’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 		– Sell
-15,528
Closed -$679K – 72
2026
Q1 		$679K Hold
15,528
– – 0.09% 45
2025
Q4 		$679K Hold
15,528
– – 0.1% 38
2025
Q3 		$696K Buy
+15,528
New +$689K 0.11% 35

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

TFO Wealth Partners's OUSM Position: Q2 2026 in Review

TFO Wealth Partners sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2026, closing a stake of 15,528 shares — an estimated $679K sold.

TFO Wealth Partners first reported a position in OUSM in Q3 2025 and held it in 3 quarters. The position peaked at $696K in Q3 2025. 125 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • TFO Wealth Partners reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • TFO Wealth Partners sold 15,528 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2026, an estimated $679K.
  • TFO Wealth Partners first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2025 and held it in 3 quarters.
  • TFO Wealth Partners's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $696K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.