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 Q3	$7.29M	Buy	186,180 +19,235	+12%	+$804K	2.61%	9
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

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $274M AUM 8.82% 1-Year Est. Return

Second Line Capital Metairie, Louisiana $574M AUM 8.36% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Financial Guidance Group's OSCV Position: Q3 2026 in Review

Financial Guidance Group increased its Opus Small Cap Value ETF (OSCV) stake by 12% in Q3 2026, buying an estimated $804K and bringing the position to 186,180 shares worth $7.29M. The position accounts for 2.61% of the portfolio, ranked #9.

Financial Guidance Group first reported a position in OSCV in Q2 2024 and has held it in 10 quarters since. 67 funds tracked by Wall St. Rank hold OSCV as of Q3 2026.

Financial Guidance Group held 186,180 shares of Opus Small Cap Value ETF worth $7.29M as of Q3 2026.
Financial Guidance Group bought 19,235 Opus Small Cap Value ETF shares in Q3 2026, an estimated $804K.
Opus Small Cap Value ETF made up 2.61% of Financial Guidance Group's portfolio in Q3 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 10 quarters since.
67 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q3 2026.

Based on Financial Guidance Group's 13F filing for Q3 2026, filed 21 Oct 2026.