OUSM — ALPS ETF TR

Ownership history in AE Wealth Management LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in ALPS ETF TR (OUSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 96 +1 +1.1% 0.00% $4K $44.26
2025 Q2 REDUCED 95 -220 -69.8% 0.00% $4K $42.51
2025 Q1 UNCHANGED 315 — 0% 0.00% $13K $41.13
2024 Q4 INITIATED 315 — — 0.00% $14K $42.61
% of Fund (quarterly)    OUSM price (monthly, adj. close)

Other funds also holding OUSM

As of 2025 Q4 — sorted by position size

Stonehearth Capital Management, LLC 3Y 7Y 5.96% FSA WEALTH PARTNERS, INC. 3Y 7Y 2.6% BARNES PETTEY FINANCIAL ADVISORS, LLC 3Y 1.48% CASTLE WEALTH MANAGEMENT LLC 3Y 1.43% Mason & Associates Inc 3Y 1.07% KICKSTAND VENTURES, LLC. 1.04% Axiom Financial Strategies, LLC 3Y 0.94% BEAM WEALTH ADVISORS, INC. 3Y 0.82% Clay Northam Wealth Management, LLC 3Y 0.81% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.76%
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