OUSM β€” ALPS ETF TR

Ownership history in Dynamic Advisor Solutions LLC  Β·  9 quarters on record

AI Ownership Summary

Dynamic Advisor Solutions LLC reported ALPS ETF TR (OUSM) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q4. 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 Dynamic Advisor Solutions 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 Q1

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

High-water mark
Peak Conviction
0.02% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 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 Dynamic Advisor Solutions LLC held OUSM β€” position size vs. price
% of Fund (quarterly)    OUSM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9,047 -621 -6.4% 0.01% $396K 2026-04-08 $45.54
2025 Q4 REDUCED 9,668 -1,912 -16.5% 0.01% $423K 2026-01-09 $45.04
2025 Q3 REDUCED 11,580 -859 -6.9% 0.02% $519K 2025-10-09 $43.17
2025 Q2 ADDED 12,439 +1,912 +18.2% 0.02% $537K 2025-07-09 $43.46
2025 Q1 ADDED 10,527 +965 +10.1% 0.01% $442K 2025-04-17 $39.05
2024 Q4 ADDED 9,562 +2,006 +26.5% 0.02% $418K 2025-01-21 $43.84
2024 Q3 ADDED 7,556 +173 +2.3% 0.01% $341K 2024-10-07 $42.89
2024 Q2 ADDED 7,383 +1,394 +23.3% 0.01% $304K 2024-07-15 $41.15
2024 Q1 INITIATED 5,989 β€” β€” 0.01% $255K 2024-04-12 $38.77

FAQ About Dynamic Advisor Solutions 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 Dynamic Advisor Solutions LLC reported owning OUSM?

Dynamic Advisor Solutions LLC reported OUSM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported OUSM position in Dynamic Advisor Solutions LLC's portfolio?

The largest reported portfolio weight for OUSM was 0.02% in 2024 Q4.

What is the latest reported OUSM position on this page?

The most recent filing on this page is 2026 Q1, when Dynamic Advisor Solutions LLC reported 9,047 shares, equal to 0.01% of portfolio, with an estimated market value of $396K.

What does the chart on this OUSM ownership page compare?

The chart compares Dynamic Advisor Solutions 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.

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