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Brookwood Investment Group’s Opus Small Cap Value ETF OSCV Stock Holding History

Brookwood Investment Group’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
Q2 		– Sell
-9,328
Closed -$325K – 500
2025
Q1 		$325K Buy
+9,328
New +$340K 0.06% 304

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
PPC
Park Place Capital Homewood, Alabama $499M AUM 14.38% 1-Year Est. Return

Brookwood Investment Group's OSCV Position: Q2 2025 in Review

Brookwood Investment Group sold out of Opus Small Cap Value ETF (OSCV) in Q2 2025, closing a stake of 9,328 shares — an estimated $325K sold.

Brookwood Investment Group first reported a position in OSCV in Q1 2025 and held it in 1 quarter. The position peaked at $325K in Q1 2025. 62 funds tracked by Wall St. Rank hold OSCV as of Q2 2025.

  • Brookwood Investment Group reported no remaining Opus Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 9,328 Opus Small Cap Value ETF shares in Q2 2025, an estimated $325K.
  • Brookwood Investment Group first reported a position in Opus Small Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Brookwood Investment Group's Opus Small Cap Value ETF position peaked at $325K in Q1 2025.
  • 62 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2025.

Based on Brookwood Investment Group's 13F filing for Q2 2025, filed 1 Aug 2025.