Thurston Springer Miller Herd & Titak’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Thurston Springer Miller Herd & Titak’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	$1.5M	Sell	31,658 -8,123	-20%	-$376K	0.55%	39
2026 Q1	$1.74M	Sell	39,781 -10,232	-20%	-$464K	0.72%	21
2025 Q4	$2.19M	Buy	50,013 +30,538	+157%	+$1.34M	0.76%	21
2025 Q3	$872K	Sell	19,475 -220,018	-92%	-$9.77M	1.73%	5
2025 Q2	$10.3M	Buy	239,493 +27,706	+13%	+$1.16M	1.34%	9
2025 Q1	$8.9M	Buy	211,787 +30,193	+17%	+$1.31M	1.49%	8
2024 Q4	$7.94M	Buy	181,594 +45,773	+34%	+$2.07M	1.61%	8
2024 Q3	$6.12M	Sell	135,821 -2,534	-2%	-$109K	1.69%	7
2024 Q2	$5.7M	Buy	+138,355	New	+$5.7M	1.77%	6

Other funds holding OUSM

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

PPWP

Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $402M AUM 19.19% 1-Year Est. Return

BPFA

Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BMWS

Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's OUSM Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak reduced its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 20% in Q2 2026, selling an estimated $376K and leaving 31,658 shares worth $1.5M. The position accounts for 0.55% of the portfolio, ranked #39.

Thurston Springer Miller Herd & Titak first reported a position in OUSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.3M in Q2 2025. 39 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

Thurston Springer Miller Herd & Titak held 31,658 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $1.5M as of Q2 2026.
Thurston Springer Miller Herd & Titak sold 8,123 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2026, an estimated $376K.
ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.55% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #39 holding.
Thurston Springer Miller Herd & Titak first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $10.3M in Q2 2025.
39 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.