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Advisor Resource Council’s Opus Small Cap Value ETF OSCV Stock Holding History

Advisor Resource Council’s Portfolio OSCV Stock Details OSCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,953
Closed -$323K – 135
2025
Q2 		$323K Sell
8,953
-39,144
-81% -$1.36M 0.13% 122
2025
Q1 		$1.36M Buy
+48,097
New +$1.75M 0.11% 199
2024
Q4 		– Sell
-33,108
Closed -$1.24M – 208
2024
Q3 		$1.24M Buy
+33,108
New +$1.21M 0.56% 36
2024
Q2 		– Sell
-13,543
Closed -$455K – 170
2024
Q1 		$455K Buy
13,543
+1,395
+11% +$47.4K 0.19% 124
2023
Q4 		$408K Buy
+12,148
New +$379K 0.05% 294
2023
Q2 		– Sell
-280,133
Closed -$8.7M – 237
2023
Q1 		$8.7M Buy
280,133
+250,743
+853% +$7.99M 2.19% 8
2022
Q4 		$911K Buy
29,390
+8,858
+43% +$276K 0.44% 47
2022
Q3 		$583K Buy
+20,532
New +$630K 0.39% 69

Other funds holding OSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Advisor Resource Council's OSCV Position: Q3 2025 in Review

Advisor Resource Council sold out of Opus Small Cap Value ETF (OSCV) in Q3 2025, closing a stake of 8,953 shares — an estimated $323K sold.

Advisor Resource Council first reported a position in OSCV in Q3 2022 and held it in 8 quarters. The position peaked at $8.7M in Q1 2023. 62 funds tracked by Wall St. Rank hold OSCV as of Q3 2025.

  • Advisor Resource Council reported no remaining Opus Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Advisor Resource Council sold 8,953 Opus Small Cap Value ETF shares in Q3 2025, an estimated $323K.
  • Advisor Resource Council first reported a position in Opus Small Cap Value ETF in Q3 2022 and held it in 8 quarters.
  • Advisor Resource Council's Opus Small Cap Value ETF position peaked at $8.7M in Q1 2023.
  • 62 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.