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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$283K Buy
7,830
+200
+3% +$7.22K 0.09% 189
2025
Q1 		$266K Buy
7,630
+1,000
+15% +$34.9K 0.09% 195
2024
Q4 		$245K Buy
+6,630
New +$245K 0.08% 203