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 Q2	$3.47M	Buy	82,016 +10,595	+15%	+$433K	1.24%	22
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 $14.6B AUM 22.78% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SLC

Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PPC

Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return

Maripau Wealth Management's OSCV Position: Q2 2026 in Review

Maripau Wealth Management increased its Opus Small Cap Value ETF (OSCV) stake by 15% in Q2 2026, buying an estimated $433K and bringing the position to 82,016 shares worth $3.47M. The position accounts for 1.24% of the portfolio, ranked #22.

Maripau Wealth Management first reported a position in OSCV in Q2 2024 and has held it in 9 quarters since. 75 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

Maripau Wealth Management held 82,016 shares of Opus Small Cap Value ETF worth $3.47M as of Q2 2026.
Maripau Wealth Management bought 10,595 Opus Small Cap Value ETF shares in Q2 2026, an estimated $433K.
Opus Small Cap Value ETF made up 1.24% of Maripau Wealth Management's portfolio in Q2 2026, its #22 holding.
Maripau Wealth Management first reported a position in Opus Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
75 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.