Carson Wealth (CWM LLC)
OSCV icon

Carson Wealth (CWM LLC)’s Opus Small Cap Value ETF OSCV Stock Holding History

Carson Wealth (CWM LLC)’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
Q4 		– Sell
-130
Closed -$5K – 5560
2025
Q3 		$5K Buy
+130
New +$4.87K ﹤0.01% 4746

Other funds holding OSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OSCV Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Opus Small Cap Value ETF (OSCV) in Q4 2025, closing a stake of 130 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in OSCV in Q3 2025 and held it in 1 quarter. The position peaked at $5K in Q3 2025. 74 funds tracked by Wall St. Rank hold OSCV as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Opus Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 130 Opus Small Cap Value ETF shares in Q4 2025, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Opus Small Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Opus Small Cap Value ETF position peaked at $5K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.