IAA
OSCV icon

Independent Advisor Alliance’s Opus Small Cap Value ETF OSCV Stock Holding History

Independent Advisor Alliance’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
2026
Q1 		$3.24M Buy
82,269
+44,304
+117% +$1.75M 0.03% 423
2025
Q4 		$1.41M Buy
37,965
+23,082
+155% +$864K 0.03% 377
2025
Q3 		$569K Buy
14,883
+868
+6% +$32.5K 0.01% 582
2025
Q2 		$506K Buy
+14,015
New +$488K 0.01% 582

Other funds holding OSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Independent Advisor Alliance's OSCV Position: Q1 2026 in Review

Independent Advisor Alliance increased its Opus Small Cap Value ETF (OSCV) stake by 117% in Q1 2026, buying an estimated $1.75M and bringing the position to 82,269 shares worth $3.24M. The position accounts for 0.03% of the portfolio, ranked #423.

Independent Advisor Alliance first reported a position in OSCV in Q2 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold OSCV as of Q1 2026.

  • Independent Advisor Alliance held 82,269 shares of Opus Small Cap Value ETF worth $3.24M as of Q1 2026.
  • Independent Advisor Alliance bought 44,304 Opus Small Cap Value ETF shares in Q1 2026, an estimated $1.75M.
  • Opus Small Cap Value ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #423 holding.
  • Independent Advisor Alliance first reported a position in Opus Small Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.