Heritage Wealth Management (Ohio)’s Opus Small Cap Value ETF OSCV Stock Holding History

Heritage Wealth Management (Ohio)’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 Q3	$299K	Hold
2025 Q2	$283K	Buy
2025 Q1	$266K	Buy
2024 Q4	$245K	Buy