Cambridge Investment Research Advisors’s Opus Small Cap Value ETF OSCV Stock Holding History

Cambridge Investment Research Advisors’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 Q1	–	Sell	-10,060	Closed	-$356K	–	3262
2021 Q4	$356K	Buy	10,060 +563	+6%	+$19.5K	﹤0.01%	2376
2021 Q3	$310K	Buy	9,497 +2,837	+43%	+$92.5K	﹤0.01%	2438
2021 Q2	$217K	Buy	6,660 +173	+3%	+$5.7K	﹤0.01%	2756
2021 Q1	$208K	Buy	+6,487	New	+$198K	﹤0.01%	2586

Other funds holding OSCV

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

PWS

Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MWM

MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 1-Year Est. Return

Cambridge Investment Research Advisors's OSCV Position: Q1 2022 in Review

Cambridge Investment Research Advisors sold out of Opus Small Cap Value ETF (OSCV) in Q1 2022, closing a stake of 10,060 shares — an estimated $356K sold.

Cambridge Investment Research Advisors first reported a position in OSCV in Q1 2021 and held it in 4 quarters. The position peaked at $356K in Q4 2021. 23 funds tracked by Wall St. Rank hold OSCV as of Q1 2022.

Cambridge Investment Research Advisors reported no remaining Opus Small Cap Value ETF position as of Q1 2022 after selling out during the quarter.
Cambridge Investment Research Advisors sold 10,060 Opus Small Cap Value ETF shares in Q1 2022, an estimated $356K.
Cambridge Investment Research Advisors first reported a position in Opus Small Cap Value ETF in Q1 2021 and held it in 4 quarters.
Cambridge Investment Research Advisors's Opus Small Cap Value ETF position peaked at $356K in Q4 2021.
23 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2022, filed 12 May 2022.