Cyndeo Wealth Partners
OSCV icon

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
Q3 		$239K Hold
6,100
– – 0.01% 507
2026
Q2 		$257K Buy
+6,100
New +$249K 0.01% 457

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Cyndeo Wealth Partners's OSCV Position: Q3 2026 in Review

Cyndeo Wealth Partners held its Opus Small Cap Value ETF (OSCV) position steady in Q3 2026 at 6,100 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #507.

Cyndeo Wealth Partners first reported a position in OSCV in Q2 2026 and has held it in 2 quarters since. The position peaked at $257K in Q2 2026. 24 funds tracked by Wall St. Rank hold OSCV as of Q3 2026.

  • Cyndeo Wealth Partners held 6,100 shares of Opus Small Cap Value ETF worth $239K as of Q3 2026.
  • Cyndeo Wealth Partners left its Opus Small Cap Value ETF share count unchanged in Q3 2026.
  • Opus Small Cap Value ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #507 holding.
  • Cyndeo Wealth Partners first reported a position in Opus Small Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Cyndeo Wealth Partners's Opus Small Cap Value ETF position peaked at $257K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.