Gradient Investments’s Opus Small Cap Value ETF OSCV Stock Holding History

Gradient Investments’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
2023 Q1	–	Sell	-1,203	Closed	-$37.3K	–	1607
2022 Q4	$37.3K	Buy	+1,203	New	+$37.5K	﹤0.01%	559

Other funds holding OSCV

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

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

Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

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

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

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

Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return

Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Gradient Investments's OSCV Position: Q1 2023 in Review

Gradient Investments sold out of Opus Small Cap Value ETF (OSCV) in Q1 2023, closing a stake of 1,203 shares — an estimated $37.3K sold.

Gradient Investments first reported a position in OSCV in Q4 2022 and held it in 1 quarter. The position peaked at $37.3K in Q4 2022. 30 funds tracked by Wall St. Rank hold OSCV as of Q1 2023.

Gradient Investments reported no remaining Opus Small Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 1,203 Opus Small Cap Value ETF shares in Q1 2023, an estimated $37.3K.
Gradient Investments first reported a position in Opus Small Cap Value ETF in Q4 2022 and held it in 1 quarter.
Gradient Investments's Opus Small Cap Value ETF position peaked at $37.3K in Q4 2022.
30 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.