Wealth Enhancement Advisory Services
OUSM icon

Wealth Enhancement Advisory Services’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-7,851
Closed -$353K – 3797
2025
Q4 		$353K Sell
7,851
-329
-4% -$14.5K ﹤0.01% 2782
2025
Q3 		$361K Sell
8,180
-457
-5% -$20.3K ﹤0.01% 2628
2025
Q2 		$382K Sell
8,637
-1,203
-12% -$50.3K ﹤0.01% 2431
2025
Q1 		$413K Buy
9,840
+71
+0.7% +$3.08K ﹤0.01% 2177
2024
Q4 		$427K Buy
9,769
+80
+0.8% +$3.62K ﹤0.01% 2105
2024
Q3 		$437K Buy
9,689
+4,362
+82% +$188K ﹤0.01% 1910
2024
Q2 		$220K Buy
5,327
+100
+2% +$4.12K ﹤0.01% 2217
2024
Q1 		$223K Sell
5,227
-1,929
-27% -$77.3K ﹤0.01% 2120
2023
Q4 		$280K Sell
7,156
-1,148
-14% -$41.3K ﹤0.01% 1860
2023
Q3 		$292K Buy
+8,304
New +$302K ﹤0.01% 1758

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wealth Enhancement Advisory Services's OUSM Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q1 2026, closing a stake of 7,851 shares — an estimated $353K sold.

Wealth Enhancement Advisory Services first reported a position in OUSM in Q3 2023 and held it in 10 quarters. The position peaked at $437K in Q3 2024. 125 funds tracked by Wall St. Rank hold OUSM as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 7,851 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q1 2026, an estimated $353K.
  • Wealth Enhancement Advisory Services first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2023 and held it in 10 quarters.
  • Wealth Enhancement Advisory Services's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $437K in Q3 2024.
  • 125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.