MMM
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Mendel Money Management’s Opus Small Cap Value ETF OSCV Stock Holding History

Mendel Money 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 		$1.8M Buy
45,677
+10,313
+29% +$408K 0.75% 42
2025
Q4 		$1.31M Buy
35,364
+10,596
+43% +$397K 0.55% 53
2025
Q3 		$947K Buy
+24,768
New +$928K 0.4% 73

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

Mendel Money Management's OSCV Position: Q1 2026 in Review

Mendel Money Management increased its Opus Small Cap Value ETF (OSCV) stake by 29% in Q1 2026, buying an estimated $408K and bringing the position to 45,677 shares worth $1.8M. The position accounts for 0.75% of the portfolio, ranked #42.

Mendel Money Management first reported a position in OSCV in Q3 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold OSCV as of Q1 2026.

  • Mendel Money Management held 45,677 shares of Opus Small Cap Value ETF worth $1.8M as of Q1 2026.
  • Mendel Money Management bought 10,313 Opus Small Cap Value ETF shares in Q1 2026, an estimated $408K.
  • Opus Small Cap Value ETF made up 0.75% of Mendel Money Management's portfolio in Q1 2026, its #42 holding.
  • Mendel Money Management first reported a position in Opus Small Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.