Purchases and Sales Made in Q2 2025 in Alps ETF Tr Oshares U S Small (OUSM)
This table provides information about the institutional ownership of Alps ETF Tr Oshares U S Small (OUSM) during Q2 2025. The information is specifically focused on institutions that hold shares of ALPS ETF TR OSHARES U S SMALL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
108KNew |
$4.07M - $4.7M
|
108K
$4.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
49.7KNew |
$1.87M - $2.16M
|
49.7K
$2.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
31.5K+ 15.66% |
$1.19M - $1.37M
|
232K
$10.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
27.7K+ 13.08% |
$1.05M - $1.21M
|
239K
$10.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
21.1KNew |
$798K - $920K
|
21.1K
$928K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
16.8K+ 39.36% |
$633K - $731K
|
59.4K
$2.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.98KNew |
$339K - $391K
|
8.98K
$394K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.41K+ 35.29% |
$317K - $366K
|
32.2K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.83KNew |
$295K - $341K
|
7.83K
$344K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
7.52K+ 36.86% |
$284K - $328K
|
27.9K
$1.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
6.08KNew |
$229K - $265K
|
6.08K
$267K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.91K+ 18.16% |
$72.1K - $83.2K
|
12.4K
$546K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07KNew |
$40.4K - $46.7K
|
1.07K
$47.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
299+ 4.06% |
$11.3K - $13K
|
7.66K
$336K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10+ 0.57% |
$377 - $435
|
1.76K
$77.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
6+ 0.03% |
$226 - $261
|
18.1K
$796K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.2% |
$75.5 - $87.1
|
1.01K
$44.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-75- 27.27% |
$2.83K - $3.27K
|
200
$8.78K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-151- 0.98% |
$5.7K - $6.57K
|
15.3K
$671K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-235- 3.15% |
$8.87K - $10.2K
|
7.23K
$317K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-529- 5.15% |
$20K - $23K
|
9.74K
$428K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-532- 7.99% |
$20.1K - $23.2K
|
6.12K
$269K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-551- 0.54% |
$20.8K - $24K
|
101K
$4.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.06K- 8.53% |
$39.8K - $45.9K
|
11.3K
$497K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.2K- 12.23% |
$45.4K - $52.4K
|
8.64K
$379K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.53K- 0.44% |
$57.8K - $66.7K
|
350K
$15.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.96K- 6.92% |
$74.1K - $85.5K
|
26.4K
$1.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.41K- 7.02% |
$129K - $149K
|
45.2K
$1.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-137K- 55.92% |
$5.17M - $5.96M
|
108K
$4.74M
|