Stonehearth Capital Management, LLC OUSM Holdings History
Stonehearth Capital Management, LLC's ALPS OShares U.S. Small-Cap Quality Dividend ETF Holding Summary
As of 2025-06-30, Stonehearth Capital Management, LLC held 350,366.00 shares of ALPS OShares U.S. Small-Cap Quality Dividend ETF(OUSM), totaling $15.14 Mil. This investment constitutes 6.27% of their stock portfolio, and Stonehearth Capital Management, LLC now holds 1.66% of the outstanding ALPS OShares U.S. Small-Cap Quality Dividend ETF(OUSM) stock.
The initial trade took place in 2021Q3. And since then Stonehearth Capital Management, LLC has made 7 purchases of OUSM, at an average price of $35.88, for a total of 379,418.00 shares. In addition, there have been 9 sales at an average price of $35.74 for 29,052.00 shares. Based on historical transaction data and OUSM's current price of $43.81, Stonehearth Capital Management, LLC's estimated gain on his OUSM holdings is $2.78 Mil, reflecting a 20.39% gain to date.
Stonehearth Capital Management, LLC OUSM ($43.81) Holding Chart
Stonehearth Capital Management, LLC OUSM ($43.81) 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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