Acorn Wealth Advisors, LLC OUSM — ALPS ETF TR

Ownership history in Acorn Wealth Advisors, LLC  ·  18 quarters on record

AI Ownership Summary

Acorn Wealth Advisors, LLC reported ALPS ETF TR (OUSM) in 18 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.39% in 2024 Q2. The latest visible filing shows OUSM at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OUSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Acorn Wealth Advisors, LLC's position in ALPS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

OUSM was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OUSM stock page Acorn Wealth Advisors, LLC fund profile Acorn Wealth Advisors, LLC full holdings
How Acorn Wealth Advisors, LLC held OUSM — position size vs. price
% of Fund (quarterly)    OUSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 19,196 -57 -0.3% 0.22% $882K 2026-10-19 $47.47
2026 Q2 REDUCED — — — 19,253 -161 -0.8% 0.22% $915K 2026-07-30 $48.54
2026 Q1 REDUCED — — — 19,414 -91 -0.5% 0.25% $849K 2026-04-30 $46.34
2025 Q4 REDUCED — — — 19,505 -147 -0.7% 0.25% $853K 2026-02-10 $46.77
2025 Q3 ADDED — — — 19,652 +518 +2.7% 0.28% $880K 2025-10-31 $42.69
2025 Q2 ADDED — — — 19,134 +84 +0.4% 0.31% $827K 2025-08-14 $43.46
2025 Q1 REDUCED — — — 19,050 -444 -2.3% 0.33% $800K 2025-05-01 $39.86
2024 Q4 ADDED — — — 19,494 +695 +3.7% 0.35% $852K 2025-02-04 $42.46
2024 Q3 REDUCED — — — 18,799 -392 -2.0% 0.36% $847K 2024-11-13 $44.47
2024 Q2 ADDED — — — 19,191 +127 +0.7% 0.39% $791K 2024-07-30 $42.06
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OUSM

As of 2026 Q3 — sorted by position size

Stonehearth Capital Management, LLC 3Y 7Y 6.03% Clay Northam Wealth Management, LLC 3Y 1.07% Premier Path Wealth Partners, LLC 0.63% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.37% Secure Asset Management, LLC 3Y 0.33% Summit Financial Wealth Advisors, LLC 3Y 7Y 0.31% Schorn Wealth LLC 3Y 0.27% Beacon Financial Advisory LLC 3Y 0.17% Ellsworth Advisors, LLC 3Y 0.08% Cambridge Advisors Inc. 3Y 7Y 0.08%

FAQ About Acorn Wealth Advisors, LLC and OUSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Acorn Wealth Advisors, LLC reported owning OUSM?

Acorn Wealth Advisors, LLC reported OUSM across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported OUSM position in Acorn Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for OUSM was 0.39% in 2024 Q2.

What is the latest reported OUSM position on this page?

The most recent filing on this page is 2026 Q3, when Acorn Wealth Advisors, LLC reported 19,196 shares, equal to 0.22% of portfolio, with an estimated market value of $882K.

What does the chart on this OUSM ownership page compare?

The chart compares Acorn Wealth Advisors, LLC's quarterly OUSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Acorn Wealth Advisors, LLC time their OUSM position?

Based on 13F filing dates vs. subsequent OUSM price moves, Acorn Wealth Advisors, LLC correctly timed 7 out of 17 reported position changes (41%). The annualised alpha on OUSM relative to SPY over the holding period was -6.0%.

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