Wealthspire Advisors (New York)’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Wealthspire Advisors (New York)’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 Q2	$3.07M	Hold	64,638	–	–	0.02%	342
2026 Q1	$2.83M	Hold	64,638	–	–	0.02%	234
2025 Q4	$2.83M	Hold	64,638	–	–	0.02%	237
2025 Q3	$2.9M	Hold	64,638	–	–	0.02%	223
2025 Q2	$2.79M	Hold	64,638	–	–	0.02%	231
2025 Q1	$2.72M	Buy	64,638 +287	+0.4%	+$12.5K	0.02%	228
2024 Q4	$2.81M	Buy	64,351 +351	+0.5%	+$15.9K	0.03%	203
2024 Q3	$2.88M	Hold	64,000	–	–	0.03%	193
2024 Q2	$2.64M	Hold	64,000	–	–	0.03%	168
2024 Q1	$2.72M	Hold	64,000	–	–	0.04%	159
2023 Q4	$2.51M	Hold	64,000	–	–	0.04%	166
2023 Q3	$2.25M	Hold	64,000	–	–	0.04%	156
2023 Q2	$2.35M	Hold	64,000	–	–	0.04%	137
2023 Q1	$2.26M	Hold	64,000	–	–	0.04%	136
2022 Q4	$2.15M	Hold	64,000	–	–	0.04%	145
2022 Q3	$1.92M	Hold	64,000	–	–	0.04%	146
2022 Q2	$2.02M	Buy	+64,000	New	+$2.13M	0.04%	148
2021 Q4	–	Sell	-64,000	Closed	-$2.22M	–	600
2021 Q3	$2.22M	Buy	+64,000	New	+$2.28M	0.05%	155

Other funds holding OUSM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthspire Advisors (New York)'s OUSM Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) position steady in Q2 2026 at 64,638 shares worth $3.07M. The position accounts for 0.02% of the portfolio, ranked #342.

Wealthspire Advisors (New York) first reported a position in OUSM in Q3 2021 and has held it in 18 quarters since. 125 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

Wealthspire Advisors (New York) held 64,638 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $3.07M as of Q2 2026.
Wealthspire Advisors (New York) left its ALPS O'Shares US Small-Cap Quality Dividend ETF share count unchanged in Q2 2026.
ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #342 holding.
Wealthspire Advisors (New York) first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q3 2021 and has held it in 18 quarters since.
125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.