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

Triumph Capital 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
2026 Q3	$50.6K	Buy	1,102 +5	+0.5%	+$242	0.01%	703
2026 Q2	$52.2K	Buy	1,097 +5	+0.5%	+$232	0.01%	664
2026 Q1	$47.8K	Buy	1,092 +5	+0.5%	+$227	0.01%	657
2025 Q4	$47.6K	Buy	+1,087	New	+$47.8K	0.01%	632
2023 Q1	–	Sell	-6,325	Closed	-$213K	–	219
2022 Q4	$213K	Buy	+6,325	New	+$210K	0.11%	181
2022 Q3	–	Sell	-25,146	Closed	-$796K	–	222
2022 Q2	$796K	Sell	25,146 -690	-3%	-$22.9K	0.42%	55
2022 Q1	$901K	Buy	25,836 +123	+0.5%	+$4.31K	0.39%	61
2021 Q4	$956K	Sell	25,713 -82	-0.3%	-$2.98K	0.41%	60
2021 Q3	$895K	Buy	25,795 +5,052	+24%	+$180K	0.42%	58
2021 Q2	$726K	Buy	+20,743	New	+$732K	0.42%	57

Other funds holding OUSM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Triumph Capital Management's OUSM Position: Q3 2026 in Review

Triumph Capital Management increased its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) stake by 0.46% in Q3 2026, buying an estimated $242 and bringing the position to 1,102 shares worth $50.6K. The position accounts for 0.01% of the portfolio, ranked #703.

Triumph Capital Management first reported a position in OUSM in Q2 2021 and has held it in 10 quarters since. The position peaked at $956K in Q4 2021. 38 funds tracked by Wall St. Rank hold OUSM as of Q3 2026.

Triumph Capital Management held 1,102 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $50.6K as of Q3 2026.
Triumph Capital Management bought 5 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q3 2026, an estimated $242.
ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #703 holding.
Triumph Capital Management first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q2 2021 and has held it in 10 quarters since.
Triumph Capital Management's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $956K in Q4 2021.
38 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.