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

Truist Financial’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
-15,045
Closed -$658K – 2985
2026
Q1 		$658K Sell
15,045
-6,645
-31% -$301K ﹤0.01% 1917
2025
Q4 		$949K Sell
21,690
-14,618
-40% -$642K ﹤0.01% 1687
2025
Q3 		$1.63M Buy
36,308
+15,169
+72% +$673K ﹤0.01% 1439
2025
Q2 		$913K Buy
+21,139
New +$883K ﹤0.01% 1640

Other funds holding OUSM

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
FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

Truist Financial's OUSM Position: Q2 2026 in Review

Truist Financial sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2026, closing a stake of 15,045 shares — an estimated $658K sold.

Truist Financial first reported a position in OUSM in Q2 2025 and held it in 4 quarters. The position peaked at $1.63M in Q3 2025. 68 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • Truist Financial reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Truist Financial sold 15,045 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q2 2026, an estimated $658K.
  • Truist Financial first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q2 2025 and held it in 4 quarters.
  • Truist Financial's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $1.63M in Q3 2025.
  • 68 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.