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Lord & Richards Wealth Management’s Opus Small Cap Value ETF OSCV Stock Holding History

Lord & Richards Wealth Management’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 		$2.12M Buy
53,688
+1,781
+3% +$70.5K 1.86% 14
2025
Q4 		$1.92M Buy
51,907
+19,120
+58% +$716K 1.65% 15
2025
Q3 		$1.25M Buy
32,787
+3,911
+14% +$146K 1.15% 29
2025
Q2 		$1.04M Buy
28,876
+7,782
+37% +$271K 1.09% 31
2025
Q1 		$735K Buy
21,094
+12,931
+158% +$471K 0.83% 36
2024
Q4 		$302K Buy
+8,163
New +$315K 0.64% 53

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

Lord & Richards Wealth Management's OSCV Position: Q1 2026 in Review

Lord & Richards Wealth Management increased its Opus Small Cap Value ETF (OSCV) stake by 3.4% in Q1 2026, buying an estimated $70.5K and bringing the position to 53,688 shares worth $2.12M. The position accounts for 1.86% of the portfolio, ranked #14.

Lord & Richards Wealth Management first reported a position in OSCV in Q4 2024 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold OSCV as of Q1 2026.

  • Lord & Richards Wealth Management held 53,688 shares of Opus Small Cap Value ETF worth $2.12M as of Q1 2026.
  • Lord & Richards Wealth Management bought 1,781 Opus Small Cap Value ETF shares in Q1 2026, an estimated $70.5K.
  • Opus Small Cap Value ETF made up 1.86% of Lord & Richards Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Lord & Richards Wealth Management first reported a position in Opus Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 72 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.