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 Q3	$1.85M	Sell	47,095 -9,317	-17%	-$390K	1.41%	22
2026 Q2	$2.38M	Buy	56,412 +2,724	+5%	+$111K	1.86%	15
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

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return

MBE Wealth Management Tomah, Wisconsin $284M AUM 14.68% 1-Year Est. Return

Lord & Richards Wealth Management's OSCV Position: Q3 2026 in Review

Lord & Richards Wealth Management reduced its Opus Small Cap Value ETF (OSCV) stake by 17% in Q3 2026, selling an estimated $390K and leaving 47,095 shares worth $1.85M. The position accounts for 1.41% of the portfolio, ranked #22.

Lord & Richards Wealth Management first reported a position in OSCV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.38M in Q2 2026. 37 funds tracked by Wall St. Rank hold OSCV as of Q3 2026.

Lord & Richards Wealth Management held 47,095 shares of Opus Small Cap Value ETF worth $1.85M as of Q3 2026.
Lord & Richards Wealth Management sold 9,317 Opus Small Cap Value ETF shares in Q3 2026, an estimated $390K.
Opus Small Cap Value ETF made up 1.41% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #22 holding.
Lord & Richards Wealth Management first reported a position in Opus Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Lord & Richards Wealth Management's Opus Small Cap Value ETF position peaked at $2.38M in Q2 2026.
37 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.