Maripau Wealth Management’s Opus Small Cap Value ETF OSCV Stock Holding History

Maripau 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	$2.82M	Buy	71,421 +5,144	+8%	+$204K	1.24%	21
2025 Q4	$2.46M	Buy	66,277 +3,346	+5%	+$125K	1.13%	23
2025 Q3	$2.41M	Buy	62,931 +4,438	+8%	+$166K	1.21%	20
2025 Q2	$2.13M	Sell	58,493 -1,306	-2%	-$45.5K	1.07%	25
2025 Q1	$2.08M	Buy	59,799 +16,422	+38%	+$598K	1.2%	19
2024 Q4	$1.6M	Buy	43,377 +23,754	+121%	+$918K	0.95%	29
2024 Q3	$735K	Buy	19,623 +9,070	+86%	+$330K	0.64%	37
2024 Q2	$364K	Buy	+10,553	New	+$365K	0.25%	81

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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 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

Maripau Wealth Management's OSCV Position: Q1 2026 in Review

Maripau Wealth Management increased its Opus Small Cap Value ETF (OSCV) stake by 7.8% in Q1 2026, buying an estimated $204K and bringing the position to 71,421 shares worth $2.82M. The position accounts for 1.24% of the portfolio, ranked #21.

Maripau Wealth Management first reported a position in OSCV in Q2 2024 and has held it in 8 quarters since. 72 funds tracked by Wall St. Rank hold OSCV as of Q1 2026.

Maripau Wealth Management held 71,421 shares of Opus Small Cap Value ETF worth $2.82M as of Q1 2026.
Maripau Wealth Management bought 5,144 Opus Small Cap Value ETF shares in Q1 2026, an estimated $204K.
Opus Small Cap Value ETF made up 1.24% of Maripau Wealth Management's portfolio in Q1 2026, its #21 holding.
Maripau Wealth Management first reported a position in Opus Small Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
72 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.