GRP
OSCV icon

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
2026
Q2 		$150K Buy
+3,544
New +$145K ﹤0.01% 1778
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 $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return

Global Retirement Partners's OSCV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Opus Small Cap Value ETF (OSCV) in Q2 2026: 3,544 shares worth $150K. The stake represents ﹤0.01% of the portfolio and ranks #1778 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in OSCV as recently as Q4 2025.

Global Retirement Partners first reported a position in OSCV in Q1 2022 and has held it in 16 quarters since. The position peaked at $782K in Q2 2023. 75 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

  • Global Retirement Partners held 3,544 shares of Opus Small Cap Value ETF worth $150K as of Q2 2026.
  • Opus Small Cap Value ETF was a new Global Retirement Partners position in Q2 2026.
  • Opus Small Cap Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1778 holding.
  • Global Retirement Partners first reported a position in Opus Small Cap Value ETF in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's Opus Small Cap Value ETF position peaked at $782K in Q2 2023.
  • 75 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.