Creative Financial Designs
OSCV icon

Creative Financial Designs’s Opus Small Cap Value ETF OSCV Stock Holding History

Creative Financial Designs’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
2026
Q2 		$9.8K Sell
232
-49
-17% -$2K ﹤0.01% 1519
2026
Q1 		$11.1K Sell
281
-48
-15% -$1.9K ﹤0.01% 1381
2025
Q4 		$12.2K Sell
329
-291
-47% -$10.9K ﹤0.01% 1311
2025
Q3 		$23.7K Buy
620
+2
+0.3% +$75 ﹤0.01% 1097
2025
Q2 		$22.3K Buy
618
+8
+1% +$279 ﹤0.01% 1109
2025
Q1 		$21.2K Buy
610
+530
+663% +$19.3K ﹤0.01% 1075
2024
Q4 		$2.97K Buy
+80
New +$3.09K ﹤0.01% 1529

Other funds holding OSCV

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Park Place Capital
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return

Creative Financial Designs's OSCV Position: Q2 2026 in Review

Creative Financial Designs reduced its Opus Small Cap Value ETF (OSCV) stake by 17% in Q2 2026, selling an estimated $2K and leaving 232 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Creative Financial Designs first reported a position in OSCV in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.7K in Q3 2025. 76 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

  • Creative Financial Designs held 232 shares of Opus Small Cap Value ETF worth $9.8K as of Q2 2026.
  • Creative Financial Designs sold 49 Opus Small Cap Value ETF shares in Q2 2026, an estimated $2K.
  • Opus Small Cap Value ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1519 holding.
  • Creative Financial Designs first reported a position in Opus Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Creative Financial Designs's Opus Small Cap Value ETF position peaked at $23.7K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.