Wealth Enhancement Advisory Services’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
8,637
-1,203
| -12% | -$53.3K | ﹤0.01% | 2415 |
|
|
2025
Q1 | $413K | Buy |
9,840
+71
| +0.7% | +$2.98K | ﹤0.01% | 2162 |
|
|
2024
Q4 | $427K | Buy |
9,769
+80
| +0.8% | +$3.5K | ﹤0.01% | 2087 |
|
|
2024
Q3 | $437K | Buy |
9,689
+4,362
| +82% | +$197K | ﹤0.01% | 1893 |
|
|
2024
Q2 | $220K | Buy |
5,327
+100
| +2% | +$4.12K | ﹤0.01% | 2212 |
|
|
2024
Q1 | $223K | Sell |
5,227
-1,929
| -27% | -$82.1K | ﹤0.01% | 2120 |
|
|
2023
Q4 | $280K | Sell |
7,156
-1,148
| -14% | -$45K | ﹤0.01% | 1857 |
|
|
2023
Q3 | $292K | Buy |
+8,304
| New | +$292K | ﹤0.01% | 1752 |
|