Fiduciary Planning LLC OUSM — ALPS ETF TR

Ownership history in Fiduciary Planning LLC  ·  11 quarters on record

AI Ownership Summary

Fiduciary Planning LLC reported ALPS ETF TR (OUSM) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.42% in 2024 Q1. The latest visible filing shows OUSM at 0.33% 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 Fiduciary Planning 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 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.42% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 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.

OUSM stock page Fiduciary Planning LLC fund profile Fiduciary Planning LLC full holdings
How Fiduciary Planning 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 Q1 REDUCED — — — 24,974 -1,078 -4.1% 0.33% $1.1M 2026-04-27 $46.95
2025 Q4 REDUCED 10.3% +0.5% ❌ 26,052 -3,001 -10.3% 0.35% $1.1M 2026-01-22 $45.60
2025 Q3 REDUCED 12.0% -0.3% ✅ 29,053 -3,977 -12.0% 0.40% $1.3M 2025-10-15 $43.61
2025 Q2 REDUCED 17.1% +3.8% ❌ 33,030 -6,813 -17.1% 0.47% $1.4M 2025-07-30 $42.89
2025 Q1 REDUCED 14.3% +3.4% ❌ 39,843 -6,643 -14.3% 0.55% $1.7M 2025-04-11 $38.94
2024 Q4 REDUCED 6.1% -3.5% ✅ 46,486 -3,041 -6.1% 0.66% $2.0M 2025-01-24 $43.38
2024 Q3 REDUCED — — — 49,527 -1,936 -3.8% 0.76% $2.2M 2024-10-22 $43.22
2024 Q2 REDUCED 65.7% +9.7% ❌ 51,463 -98,620 -65.7% 0.76% $2.1M 2024-08-07 $40.06
2024 Q1 ADDED — — — 150,083 +5,646 +3.9% 2.42% $6.4M 2024-04-29 $39.14
2023 Q4 ADDED — — — 144,437 +99,597 +222.1% 2.41% $5.7M 2024-01-25 $37.72
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OUSM

As of 2026 Q1 — sorted by position size

Stonehearth Capital Management, LLC 3Y 7Y 6.38% Willow Financial LLC 2.85% Hamrick Investment Counsel, llc 2.51% CASTLE WEALTH MANAGEMENT LLC 3Y 1.49% BARNES PETTEY FINANCIAL ADVISORS, LLC 3Y 1.34% Clay Northam Wealth Management, LLC 3Y 1.16% Mason & Associates Inc 3Y 1.15% BEAM WEALTH ADVISORS, INC. 3Y 0.93% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.72% Secure Asset Management, LLC 3Y 0.62%

FAQ About Fiduciary Planning 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 Fiduciary Planning LLC reported owning OUSM?

Fiduciary Planning LLC reported OUSM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported OUSM position in Fiduciary Planning LLC's portfolio?

The largest reported portfolio weight for OUSM was 2.42% in 2024 Q1.

What is the latest reported OUSM position on this page?

The most recent filing on this page is 2026 Q1, when Fiduciary Planning LLC reported 24,974 shares, equal to 0.33% of portfolio, with an estimated market value of $1.1M.

What does the chart on this OUSM ownership page compare?

The chart compares Fiduciary Planning 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 Fiduciary Planning LLC time their OUSM position?

Based on 13F filing dates vs. subsequent OUSM price moves, Fiduciary Planning LLC correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on OUSM relative to SPY over the holding period was -7.8%.

← Back to Fiduciary Planning LLC Holdings