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USA FINANCIAL FORMULAS’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

USA FINANCIAL FORMULAS’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 		$283K Buy
+5,960
New +$276K 0.05% 106

Other funds holding OUSM

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
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 22.94% 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
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
BPFA
Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return

USA FINANCIAL FORMULAS's OUSM Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q2 2026: 5,960 shares worth $283K. The stake represents 0.05% of the portfolio and ranks #106 among its holdings.

51 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

  • USA FINANCIAL FORMULAS held 5,960 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $283K as of Q2 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.05% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #106 holding.
  • 51 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.