FGG
OSCV icon

Financial Guidance Group’s Opus Small Cap Value ETF OSCV Stock Holding History

Financial Guidance Group’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 		$7.04M Buy
166,945
+353
+0.2% +$14.4K 2.64% 9
2026
Q1 		$6.57M Buy
166,592
+13,607
+9% +$539K 2.64% 11
2025
Q4 		$5.67M Buy
152,985
+29,654
+24% +$1.11M 2.32% 14
2025
Q3 		$4.71M Buy
123,331
+15,389
+14% +$576K 2.11% 15
2025
Q2 		$3.9M Buy
107,942
+31,764
+42% +$1.11M 1.89% 17
2025
Q1 		$2.65M Buy
76,178
+10,016
+15% +$365K 1.43% 23
2024
Q4 		$2.45M Buy
66,162
+10,761
+19% +$416K 1.34% 24
2024
Q3 		$2.07M Buy
55,401
+12,153
+28% +$443K 1.21% 24
2024
Q2 		$1.49M Buy
+43,248
New +$1.5M 0.92% 27

Other funds holding OSCV

DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
CCP
Cushing Capital Partners Delafield, Wisconsin $145M AUM 15.89% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Financial Guidance Group's OSCV Position: Q2 2026 in Review

Financial Guidance Group increased its Opus Small Cap Value ETF (OSCV) stake by 0.21% in Q2 2026, buying an estimated $14.4K and bringing the position to 166,945 shares worth $7.04M. The position accounts for 2.64% of the portfolio, ranked #9.

Financial Guidance Group first reported a position in OSCV in Q2 2024 and has held it in 9 quarters since. 37 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

  • Financial Guidance Group held 166,945 shares of Opus Small Cap Value ETF worth $7.04M as of Q2 2026.
  • Financial Guidance Group bought 353 Opus Small Cap Value ETF shares in Q2 2026, an estimated $14.4K.
  • Opus Small Cap Value ETF made up 2.64% of Financial Guidance Group's portfolio in Q2 2026, its #9 holding.
  • Financial Guidance Group first reported a position in Opus Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 37 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.