FMP
OSCV icon

Financial Management Professionals’s Opus Small Cap Value ETF OSCV Stock Holding History

Financial Management Professionals’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
2024
Q1 		– Sell
-51
Closed -$2K – 1048
2023
Q4 		$2K Hold
51
– – ﹤0.01% 766
2023
Q3 		$2K Buy
+51
New +$1.63K ﹤0.01% 722

Other funds holding OSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Financial Management Professionals's OSCV Position: Q1 2024 in Review

Financial Management Professionals sold out of Opus Small Cap Value ETF (OSCV) in Q1 2024, closing a stake of 51 shares — an estimated $2K sold.

Financial Management Professionals first reported a position in OSCV in Q3 2023 and held it in 2 quarters. The position peaked at $2K in Q4 2023. 35 funds tracked by Wall St. Rank hold OSCV as of Q1 2024.

  • Financial Management Professionals reported no remaining Opus Small Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Management Professionals sold 51 Opus Small Cap Value ETF shares in Q1 2024, an estimated $2K.
  • Financial Management Professionals first reported a position in Opus Small Cap Value ETF in Q3 2023 and held it in 2 quarters.
  • Financial Management Professionals's Opus Small Cap Value ETF position peaked at $2K in Q4 2023.
  • 35 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2024.

Based on Financial Management Professionals's 13F filing for Q1 2024, filed 16 Apr 2024.