WealthPlan Investment Management’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	$1.56M	Buy	36,178 +2,241	+7%	+$96.8K	0.11%	143
2025 Q1	$1.43M	Sell	33,937 -108	-0.3%	-$4.54K	0.14%	116
2024 Q4	$1.49M	Buy	34,045 +1,064	+3%	+$46.5K	0.15%	115
2024 Q3	$1.49M	Buy	+32,981	New	+$1.49M	0.15%	110