WealthShield Partners’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

WealthShield Partners’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
2021 Q3	–	Sell	-6,369	Closed	-$224K	–	571
2021 Q2	$224K	Sell	6,369 -2,011	-24%	-$71K	0.04%	247
2021 Q1	$286K	Sell	8,380 -3,137	-27%	-$103K	0.05%	212
2020 Q4	$358K	Sell	11,517 -2,292	-17%	-$66.7K	0.07%	216
2020 Q3	$363K	Buy	+13,809	New	+$365K	0.13%	168

Other funds holding OUSM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WealthShield Partners's OUSM Position: Q3 2021 in Review

WealthShield Partners sold out of ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) in Q3 2021, closing a stake of 6,369 shares — an estimated $224K sold.

WealthShield Partners first reported a position in OUSM in Q3 2020 and held it in 4 quarters. The position peaked at $363K in Q3 2020. 39 funds tracked by Wall St. Rank hold OUSM as of Q3 2021.

WealthShield Partners reported no remaining ALPS O'Shares US Small-Cap Quality Dividend ETF position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 6,369 ALPS O'Shares US Small-Cap Quality Dividend ETF shares in Q3 2021, an estimated $224K.
WealthShield Partners first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2020 and held it in 4 quarters.
WealthShield Partners's ALPS O'Shares US Small-Cap Quality Dividend ETF position peaked at $363K in Q3 2020.
39 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.