IFP Advisors
OSCV icon

IFP Advisors’s Opus Small Cap Value ETF OSCV Stock Holding History

IFP Advisors’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
-16,927
Closed -$426K – 4122
2022
Q4 		$426K Sell
16,927
-1,556
-8% -$48.5K 0.01% 959
2022
Q3 		$467K Buy
18,483
+139
+0.8% +$4.26K 0.01% 964
2022
Q2 		$460K Hold
18,344
– – 0.01% 889
2022
Q1 		$460K Buy
+18,344
New +$609K 0.01% 889
2020
Q2 		– Sell
-620
Closed -$12.8K – 2888
2020
Q1 		$11K Buy
620
+567
+1,070% +$13.9K ﹤0.01% 1736
2019
Q4 		$1K Buy
53
+13
+33% +$343 ﹤0.01% 2697
2019
Q3 		$1K Buy
+40
New +$1.02K ﹤0.01% 2901

Other funds holding OSCV

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Sugarloaf Wealth Management
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Waterloo Capital
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Brogan Financial
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Advisor Resource Council
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return
Derbend Asset Management
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

IFP Advisors's OSCV Position: Q1 2023 in Review

IFP Advisors sold out of Opus Small Cap Value ETF (OSCV) in Q1 2023, closing a stake of 16,927 shares — an estimated $426K sold.

IFP Advisors first reported a position in OSCV in Q3 2019 and held it in 7 quarters. The position peaked at $467K in Q3 2022. 30 funds tracked by Wall St. Rank hold OSCV as of Q1 2023.

  • IFP Advisors reported no remaining Opus Small Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 16,927 Opus Small Cap Value ETF shares in Q1 2023, an estimated $426K.
  • IFP Advisors first reported a position in Opus Small Cap Value ETF in Q3 2019 and held it in 7 quarters.
  • IFP Advisors's Opus Small Cap Value ETF position peaked at $467K in Q3 2022.
  • 30 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.