Beam Wealth Advisors, Inc. Alps ETF Tr Oshares U S Small Transaction History

Beam Wealth Advisors, Inc.

$321 Million
Q2 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 50,446 shares of OUSM stock, worth $2.25 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

50,446

Previous 28,871 74.73%

Holding current value

$2.25 Million

Previous $1.21 Million 79.64%

% of portfolio

0.68%

Previous 0.42%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$37.73 - $43.54 $814,024 - $939,375	21,575 Added 74.73%	50,446 $2.18 Million
Q1 2025 May 09, 2025	BUY	$41.26 - $44.98 $232,871 - $253,867	5,644 Added 24.3%	28,871 $1.21 Million
Q4 2024 Feb 06, 2025	BUY	$43.6 - $47.2 $159,619 - $172,799	3,661 Added 18.71%	23,227 $1.01 Million
Q3 2024 Nov 04, 2024	BUY	$40.6 - $45.07 $226,710 - $251,670	5,584 Added 39.94%	19,566 $881,000
Q2 2024 Aug 07, 2024	BUY	$39.56 - $42.45 $553,127 - $593,535	13,982 New	13,982 $576,000

Others Institutions Holding OUSM

# of Institutions

129

Shares Held

13.9M

Call Options Held

Put Options Held

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About ALPS ETF TR OSHARES U S SMALL

Ticker OUSM
Sector ETFs
Industry ETFs

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Beam Wealth Advisors, Inc. Alps ETF Tr Oshares U S Small Transaction History