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Concord Wealth Partners’s Opus Small Cap Value ETF OSCV Stock Holding History

Concord Wealth Partners’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
-26
Closed -$906 – 895
2025
Q1 		$906 Buy
+26
New +$947 ﹤0.01% 734

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

Concord Wealth Partners's OSCV Position: Q2 2025 in Review

Concord Wealth Partners sold out of Opus Small Cap Value ETF (OSCV) in Q2 2025, closing a stake of 26 shares — an estimated $906 sold.

Concord Wealth Partners first reported a position in OSCV in Q1 2025 and held it in 1 quarter. The position peaked at $906 in Q1 2025. 62 funds tracked by Wall St. Rank hold OSCV as of Q2 2025.

  • Concord Wealth Partners reported no remaining Opus Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 26 Opus Small Cap Value ETF shares in Q2 2025, an estimated $906.
  • Concord Wealth Partners first reported a position in Opus Small Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Concord Wealth Partners's Opus Small Cap Value ETF position peaked at $906 in Q1 2025.
  • 62 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.