APW
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Axim Planning & Wealth’s Opus Small Cap Value ETF OSCV Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-7,299
Closed -$207K – 128
2022
Q3 		$207K Sell
7,299
-168
-2% -$5.15K 0.2% 17
2022
Q2 		$215K Buy
+7,467
New +$232K 0.17% 15

Other funds holding OSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
DAM
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Axim Planning & Wealth's OSCV Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Opus Small Cap Value ETF (OSCV) in Q4 2022, closing a stake of 7,299 shares — an estimated $207K sold.

Axim Planning & Wealth first reported a position in OSCV in Q2 2022 and held it in 2 quarters. The position peaked at $215K in Q2 2022. 29 funds tracked by Wall St. Rank hold OSCV as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Opus Small Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 7,299 Opus Small Cap Value ETF shares in Q4 2022, an estimated $207K.
  • Axim Planning & Wealth first reported a position in Opus Small Cap Value ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Opus Small Cap Value ETF position peaked at $215K in Q2 2022.
  • 29 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.