TFM
OUSM icon

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

Trademark Financial Management’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
-7,892
Closed -$345K – 95
2024
Q4 		$345K Buy
7,892
+1,357
+21% +$61.5K 0.27% 69
2024
Q3 		$295K Buy
+6,535
New +$281K 0.23% 74

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

Trademark Financial Management's OUSM Position: Q1 2025 in Review

Trademark Financial Management sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q1 2025, closing a stake of 7,892 shares — an estimated $345K sold.

Trademark Financial Management first reported a position in OUSM in Q3 2024 and held it in 2 quarters. The position peaked at $345K in Q4 2024. 117 funds tracked by Wall St. Rank hold OUSM as of Q1 2025.

  • Trademark Financial Management reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Trademark Financial Management sold 7,892 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2025, an estimated $345K.
  • Trademark Financial Management first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2024 and held it in 2 quarters.
  • Trademark Financial Management's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $345K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2025.

Based on Trademark Financial Management's 13F filing for Q1 2025, filed 25 Apr 2025.