OUSM β€” ALPS ETF TR

Ownership history in Atria Wealth Solutions, Inc.  Β·  4 quarters on record

AI Ownership Summary

Atria Wealth Solutions, Inc. reported ALPS ETF TR (OUSM) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows OUSM at 0.01% 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.

What this OUSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Wealth Solutions, Inc.'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
2025 Q1

OUSM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

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 2025 Q1

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.

How Atria Wealth Solutions, Inc. held OUSM β€” position size vs. price
% of Fund (quarterly)    OUSM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 19,278 -663 -3.3% 0.01% $810K 2025-05-09 $41.17
2024 Q4 ADDED 19,941 +4,051 +25.5% 0.01% $872K 2025-01-31 $43.28
2024 Q3 ADDED 15,890 +7,832 +97.2% 0.01% $716K 2024-11-08 $45.23
2024 Q2 INITIATED 8,058 β€” β€” 0.00% $332K 2024-07-22 $41.76

FAQ About Atria Wealth Solutions, Inc. and OUSM

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

How long has Atria Wealth Solutions, Inc. reported owning OUSM?

Atria Wealth Solutions, Inc. reported OUSM across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q1.

What was the largest reported OUSM position in Atria Wealth Solutions, Inc.'s portfolio?

The largest reported portfolio weight for OUSM was 0.01% in 2025 Q1.

What is the latest reported OUSM position on this page?

The most recent filing on this page is 2025 Q1, when Atria Wealth Solutions, Inc. reported 19,278 shares, equal to 0.01% of portfolio, with an estimated market value of $810K.

What does the chart on this OUSM ownership page compare?

The chart compares Atria Wealth Solutions, Inc.'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.

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