Global Retirement Partners’s Opus Small Cap Value ETF OSCV Stock Holding History

Global Retirement 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
2025 Q4	$124K	Buy	3,337 +30	+0.9%	+$1.12K	﹤0.01%	1775
2025 Q3	$126K	Sell	3,307 -160	-5%	-$5.99K	﹤0.01%	1413
2025 Q2	$125K	Buy	+3,467	New	+$121K	﹤0.01%	1318
2024 Q4	$123K	Buy	3,333 +82	+3%	+$3.17K	﹤0.01%	1172
2024 Q3	$122K	Buy	3,251 +35	+1%	+$1.27K	﹤0.01%	1141
2024 Q2	$111K	Sell	3,216 -754	-19%	-$26.1K	﹤0.01%	1134
2024 Q1	$143K	Sell	3,970 -1,582	-28%	-$53.7K	0.01%	924
2023 Q4	$182K	Buy	5,552 +67	+1%	+$2.09K	0.01%	795
2023 Q3	$164K	Sell	5,485 -18,985	-78%	-$607K	0.01%	747
2023 Q2	$782K	Sell	24,470 -1,065	-4%	-$32.9K	0.04%	356
2023 Q1	$776K	Buy	25,535 +1,302	+5%	+$41.5K	0.04%	349
2022 Q4	$751K	Buy	24,233 +4,002	+20%	+$125K	0.05%	301
2022 Q3	$643K	Buy	20,231 +5,686	+39%	+$174K	0.05%	325
2022 Q2	$419K	Buy	14,545 +1,679	+13%	+$52.1K	0.03%	385
2022 Q1	$388K	Buy	+12,866	New	+$427K	0.03%	401

Other funds holding OSCV

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return

SLC

Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Global Retirement Partners's OSCV Position: Q4 2025 in Review

Global Retirement Partners increased its Opus Small Cap Value ETF (OSCV) stake by 0.91% in Q4 2025, buying an estimated $1.12K and bringing the position to 3,337 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

Global Retirement Partners first reported a position in OSCV in Q1 2022 and has held it in 15 quarters since. The position peaked at $782K in Q2 2023. 74 funds tracked by Wall St. Rank hold OSCV as of Q4 2025.

Global Retirement Partners held 3,337 shares of Opus Small Cap Value ETF worth $124K as of Q4 2025.
Global Retirement Partners bought 30 Opus Small Cap Value ETF shares in Q4 2025, an estimated $1.12K.
Opus Small Cap Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1775 holding.
Global Retirement Partners first reported a position in Opus Small Cap Value ETF in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's Opus Small Cap Value ETF position peaked at $782K in Q2 2023.
74 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.