Guardian Wealth Advisors (North Carolina)’s Opus Small Cap Value ETF OSCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.6M | Buy |
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|
2025
Q1 | $49.7M | Buy |
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|
2024
Q4 | $51.1M | Sell |
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|
2024
Q3 | $53M | Buy |
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|
2024
Q2 | $47M | Buy |
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|
2024
Q1 | $47.7M | Buy |
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|
2023
Q4 | $43.4M | Buy |
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|
2023
Q3 | $38.8M | Sell |
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|
2023
Q2 | $41.9M | Buy |
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|
2023
Q1 | $40.3M | Buy |
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|
2022
Q4 | $37M | Buy |
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|
2022
Q3 | $30.5M | Buy |
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|
2022
Q2 | $30.4M | Buy |
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|
2022
Q1 | $8.61M | Buy |
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|
2021
Q4 | $6.11M | Buy |
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