Thurston Springer Miller Herd & Titak’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

Thurston Springer Miller Herd & Titak’s Portfolio OUSA Stock Details OUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$578K	Sell	9,725 -31,207	-76%	-$1.9M	0.95%	14
2026 Q2	$2.39M	Sell	40,932 -43,017	-51%	-$2.49M	0.87%	21
2026 Q1	$4.67M	Sell	83,949 -47,719	-36%	-$2.77M	1.93%	4
2025 Q4	$7.6M	Buy	131,668 +73,618	+127%	+$4.18M	2.65%	5
2025 Q3	$3.28M	Sell	58,050 -463,130	-89%	-$25.6M	6.5%	1
2025 Q2	$28.1M	Buy	521,180 +56,383	+12%	+$2.95M	3.63%	3
2025 Q1	$24.7M	Buy	464,797 +16,654	+4%	+$897K	4.16%	3
2024 Q4	$23.8M	Buy	448,143 +209,056	+87%	+$11.3M	4.81%	3
2024 Q3	$12.9M	Sell	239,087 -75	-0%	-$3.86K	3.56%	2
2024 Q2	$11.9M	Buy	+239,162	New	+$11.6M	3.69%	2

Other funds holding OUSA

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

DCM

Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's OUSA Position: Q3 2026 in Review

Thurston Springer Miller Herd & Titak reduced its ALPS O'Shares U.S. Quality Dividend ETF (OUSA) stake by 76% in Q3 2026, selling an estimated $1.9M and leaving 9,725 shares worth $578K. The position accounts for 0.95% of the portfolio, ranked #14.

Thurston Springer Miller Herd & Titak first reported a position in OUSA in Q2 2024 and has held it in 10 quarters since. The position peaked at $28.1M in Q2 2025. 16 funds tracked by Wall St. Rank hold OUSA as of Q3 2026.

Thurston Springer Miller Herd & Titak held 9,725 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $578K as of Q3 2026.
Thurston Springer Miller Herd & Titak sold 31,207 ALPS O'Shares U.S. Quality Dividend ETF shares in Q3 2026, an estimated $1.9M.
ALPS O'Shares U.S. Quality Dividend ETF made up 0.95% of Thurston Springer Miller Herd & Titak's portfolio in Q3 2026, its #14 holding.
Thurston Springer Miller Herd & Titak first reported a position in ALPS O'Shares U.S. Quality Dividend ETF in Q2 2024 and has held it in 10 quarters since.
Thurston Springer Miller Herd & Titak's ALPS O'Shares U.S. Quality Dividend ETF position peaked at $28.1M in Q2 2025.
16 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q3 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2026, filed 14 Oct 2026.