BARNES PETTEY FINANCIAL ADVISORS, LLC OUSM Holdings History
BARNES PETTEY FINANCIAL ADVISORS, LLC's ALPS OShares U.S. Small-Cap Quality Dividend ETF Holding Summary
As of 2025-03-31, BARNES PETTEY FINANCIAL ADVISORS, LLC held 68,687.00 shares of ALPS OShares U.S. Small-Cap Quality Dividend ETF(OUSM), totaling $2.89 Mil. This investment constitutes 2.25% of their stock portfolio, and BARNES PETTEY FINANCIAL ADVISORS, LLC now holds 0.33% of the outstanding ALPS OShares U.S. Small-Cap Quality Dividend ETF(OUSM) stock.
The initial trade took place in 2022Q4. And since then BARNES PETTEY FINANCIAL ADVISORS, LLC has made 7 purchases of OUSM, at an average price of $34.82, for a total of 78,457.00 shares. In addition, there have been 4 sales at an average price of $41.06 for 9,770.00 shares. Based on historical transaction data and OUSM's current price of $44.11, BARNES PETTEY FINANCIAL ADVISORS, LLC's estimated gain on his OUSM holdings is $699,121.46, reflecting a 25.59% gain to date.
BARNES PETTEY FINANCIAL ADVISORS, LLC OUSM ($44.11) Holding Chart
BARNES PETTEY FINANCIAL ADVISORS, LLC OUSM ($44.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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