Steward Partners Investment Advisory, LLC Alps ETF Tr Oshares U S Small Transaction History

Steward Partners Investment Advisory, LLC

$16.6 Billion
Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Alps ETF Tr Oshares U S Small stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 21,725 shares of OUSM stock, worth $939,823. This represents 0.01% of its overall portfolio holdings.

Number of Shares

21,725

Previous 21,170 2.62%

Holding current value

$939,823

Previous $914,000 6.46%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$42.79 - $45.73 $23,748 - $25,380	555 Added 2.62%	21,725 $973,000
Q2 2025 Aug 12, 2025	SELL	$37.73 - $43.54 $271,656 - $313,488	-7,200 Reduced 25.38%	21,170 $914,000
Q1 2025 May 13, 2025	SELL	$41.26 - $44.98 $1,072 - $1,169	-26 Reduced 0.09%	28,370 $1.19 Million
Q4 2024 Feb 06, 2025	BUY	$43.6 - $47.2 $2,616 - $2,832	60 Added 0.21%	28,396 $1.24 Million
Q3 2024 Nov 14, 2024	SELL	$40.6 - $45.07 $10,393 - $11,537	-256 Reduced 0.9%	28,336 $1.28 Million

Q2 2024 Aug 08, 2024	SELL	$39.56 - $42.45 $77,339 - $82,989	-1,955 Reduced 6.4%	28,592 $1.18 Million
Q1 2024 May 15, 2024	SELL	$38.28 - $42.57 $38,509 - $42,825	-1,006 Reduced 3.19%	30,547 $1.3 Million
Q4 2023 Feb 12, 2024	SELL	$33.36 - $39.44 $27,054 - $31,985	-811 Reduced 2.51%	31,553 $1.24 Million
Q3 2023 Nov 13, 2023	SELL	$34.88 - $37.73 $3,174 - $3,433	-91 Reduced 0.28%	32,364 $1.14 Million
Q2 2023 Aug 14, 2023	SELL	$34.02 - $36.7 $36,775 - $39,672	-1,081 Reduced 3.22%	32,455 $1.19 Million
Q1 2023 May 15, 2023	BUY	$33.63 - $37.55 $293,421 - $327,623	8,725 Added 35.17%	33,536 $1.18 Million
Q4 2022 Feb 15, 2023	SELL	$30.41 - $35.41 $3,223 - $3,753	-106 Reduced 0.43%	24,811 $832,000
Q2 2022 Aug 04, 2022	BUY	$30.43 - $35.43 $758,224 - $882,809	24,917 New	24,917 $787,000

Others Institutions Holding OUSM

# of Institutions

129

Shares Held

15.7M

Call Options Held

Put Options Held

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About ALPS ETF TR OSHARES U S SMALL

Ticker OUSM
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Steward Partners Investment Advisory, LLC Alps ETF Tr Oshares U S Small Transaction History