If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM), a passively managed exchange traded fund launched on December 30, 2016.
There are a lot of interesting statistics to consider about small-cap stocks today, most of them bullish. Frequently mentioned: Smaller stocks are coming off their best first half of any year since 1991.
Launched on 12/30/2016, the ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) is a smart beta exchange traded fund offering broad exposure to the Style Box - Small Cap Blend category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 16,095 | $764,830 | $804,267.15 | $39,437.15 | 5.16% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,972 | $174,084.28 | $197,567.28 | $23,483 | 13.49% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 20,415 | $874,101.86 | $1.03M | $153,997.54 | 17.62% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 65,544 | $2.87M | $3.19M | $321,821.04 | 11.23% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 64 | $2,884.48 | $3,113.6 | $229.12 | 7.94% |
| BATS Exchange | US Country |
The fund described operates as a financial entity that commits to investing a minimum of 80% of its total assets in the constituents of a specified index. This commitment is in effect under normal market circumstances. The index itself is meticulously designed to mirror the performance of publicly-listed, small-capitalization companies in the United States that are known for paying dividends. These companies must also meet specific criteria related to market capitalization, liquidity, quality, low volatility, and dividend yield. These criteria are set by O'Shares Investment Advisers, LLC, which is also the provider of the index. This strategic focus aims to offer investors a combination of income through dividends and potential for growth by investing in small-cap companies that exhibit stability and quality.
The fundamental product offered by the fund is an investment vehicle that targets small-capitalization, dividend-paying companies in the United States. The product and services provided by the fund can be broken down into several key features: