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WealthPlan Investment Management’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

WealthPlan Investment Management’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
-36,553
Closed -$1.6M – 469
2025
Q4 		$1.6M Buy
36,553
+1,124
+3% +$49.4K 0.1% 159
2025
Q3 		$1.59M Sell
35,429
-749
-2% -$33.2K 0.11% 145
2025
Q2 		$1.56M Buy
36,178
+2,241
+7% +$93.7K 0.11% 143
2025
Q1 		$1.43M Sell
33,937
-108
-0.3% -$4.69K 0.14% 116
2024
Q4 		$1.49M Buy
34,045
+1,064
+3% +$48.2K 0.15% 115
2024
Q3 		$1.49M Buy
+32,981
New +$1.42M 0.15% 110

Other funds holding OUSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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