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

Cyndeo 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
2026 Q2	$257K	Buy	+6,100	New	+$249K	0.01%	457

Other funds holding OSCV

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PPC

Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return

Cyndeo Wealth Partners's OSCV Position: Q2 2026 in Review

Cyndeo Wealth Partners opened a new position in Opus Small Cap Value ETF (OSCV) in Q2 2026: 6,100 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #457 among its holdings.

75 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

Cyndeo Wealth Partners held 6,100 shares of Opus Small Cap Value ETF worth $257K as of Q2 2026.
Opus Small Cap Value ETF was a new Cyndeo Wealth Partners position in Q2 2026.
Opus Small Cap Value ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #457 holding.
75 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.