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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
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 $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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Atria Investments's OSCV Position: Q1 2026 in Review

Atria Investments reduced its Opus Small Cap Value ETF (OSCV) stake by 6.4% in Q1 2026, selling an estimated $88.1K and leaving 32,417 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #927.

Atria Investments first reported a position in OSCV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q4 2025. 72 funds tracked by Wall St. Rank hold OSCV as of Q1 2026.

  • Atria Investments held 32,417 shares of Opus Small Cap Value ETF worth $1.28M as of Q1 2026.
  • Atria Investments sold 2,225 Opus Small Cap Value ETF shares in Q1 2026, an estimated $88.1K.
  • Opus Small Cap Value ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #927 holding.
  • Atria Investments first reported a position in Opus Small Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
  • Atria Investments's Opus Small Cap Value ETF position peaked at $1.28M in Q4 2025.
  • 72 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.