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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.04M Buy
28,876
+7,782
+37% +$281K 1.09% 31
2025
Q1 		$735K Buy
21,094
+12,931
+158% +$451K 0.83% 36
2024
Q4 		$302K Buy
+8,163
New +$302K 0.64% 53