CFD
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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
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 		$21.3K 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

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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Creative Financial Designs's OSCV Position: Q1 2026 in Review

Creative Financial Designs reduced its Opus Small Cap Value ETF (OSCV) stake by 15% in Q1 2026, selling an estimated $1.9K and leaving 281 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Creative Financial Designs first reported a position in OSCV in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.7K in Q3 2025. 72 funds tracked by Wall St. Rank hold OSCV as of Q1 2026.

  • Creative Financial Designs held 281 shares of Opus Small Cap Value ETF worth $11.1K as of Q1 2026.
  • Creative Financial Designs sold 48 Opus Small Cap Value ETF shares in Q1 2026, an estimated $1.9K.
  • Opus Small Cap Value ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1381 holding.
  • Creative Financial Designs first reported a position in Opus Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Creative Financial Designs's Opus Small Cap Value ETF position peaked at $23.7K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.