Atria Investments’s Opus Small Cap Value ETF OSCV Stock Holding History

Atria Investments’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
2026 Q2	$1.42M	Buy	33,645 +1,228	+4%	+$50.2K	0.01%	929
2026 Q1	$1.28M	Sell	32,417 -2,225	-6%	-$88.1K	0.01%	927
2025 Q4	$1.28M	Buy	34,642 +1,783	+5%	+$66.8K	0.01%	937
2025 Q3	$1.26M	Buy	32,859 +3,927	+14%	+$147K	0.01%	935
2025 Q2	$1.04M	Buy	28,932 +1,086	+4%	+$37.8K	0.01%	1011
2025 Q1	$970K	Buy	27,846 +259	+0.9%	+$9.43K	0.01%	1003
2024 Q4	$1.02M	Buy	27,587 +52	+0.2%	+$2.01K	0.01%	971
2024 Q3	$1.03M	Buy	27,535 +3,248	+13%	+$118K	0.01%	952
2024 Q2	$838K	Buy	+24,287	New	+$840K	0.01%	1034

Other funds holding OSCV

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SLC

Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PPC

Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return

Atria Investments's OSCV Position: Q2 2026 in Review

Atria Investments increased its Opus Small Cap Value ETF (OSCV) stake by 3.8% in Q2 2026, buying an estimated $50.2K and bringing the position to 33,645 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #929.

Atria Investments first reported a position in OSCV in Q2 2024 and has held it in 9 quarters since. 75 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

Atria Investments held 33,645 shares of Opus Small Cap Value ETF worth $1.42M as of Q2 2026.
Atria Investments bought 1,228 Opus Small Cap Value ETF shares in Q2 2026, an estimated $50.2K.
Opus Small Cap Value ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #929 holding.
Atria Investments first reported a position in Opus Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
75 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.