Lido Advisors
OSCV icon

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

Lido 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
Q2 		– Sell
-7,211
Closed -$225K – 1279
2023
Q1 		$225K Buy
+7,211
New +$230K ﹤0.01% 969

Other funds holding OSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
DAM
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Lido Advisors's OSCV Position: Q2 2023 in Review

Lido Advisors sold out of Opus Small Cap Value ETF (OSCV) in Q2 2023, closing a stake of 7,211 shares — an estimated $225K sold.

Lido Advisors first reported a position in OSCV in Q1 2023 and held it in 1 quarter. The position peaked at $225K in Q1 2023. 33 funds tracked by Wall St. Rank hold OSCV as of Q2 2023.

  • Lido Advisors reported no remaining Opus Small Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Lido Advisors sold 7,211 Opus Small Cap Value ETF shares in Q2 2023, an estimated $225K.
  • Lido Advisors first reported a position in Opus Small Cap Value ETF in Q1 2023 and held it in 1 quarter.
  • Lido Advisors's Opus Small Cap Value ETF position peaked at $225K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2023.

Based on Lido Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.