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
Q2 		$1.62M Sell
38,377
-43,892
-53% -$1.79M 0.04% 325
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 $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return

Independent Advisor Alliance's OSCV Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Opus Small Cap Value ETF (OSCV) stake by 53% in Q2 2026, selling an estimated $1.79M and leaving 38,377 shares worth $1.62M. The position accounts for 0.04% of the portfolio, ranked #325.

Independent Advisor Alliance first reported a position in OSCV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.24M in Q1 2026. 75 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

  • Independent Advisor Alliance held 38,377 shares of Opus Small Cap Value ETF worth $1.62M as of Q2 2026.
  • Independent Advisor Alliance sold 43,892 Opus Small Cap Value ETF shares in Q2 2026, an estimated $1.79M.
  • Opus Small Cap Value ETF made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #325 holding.
  • Independent Advisor Alliance first reported a position in Opus Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Independent Advisor Alliance's Opus Small Cap Value ETF position peaked at $3.24M in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.