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
Q2 		$2.39M Buy
56,735
+11,058
+24% +$452K 0.88% 38
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 $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
DE
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Corient Private Wealth
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
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

Mendel Money Management's OSCV Position: Q2 2026 in Review

Mendel Money Management increased its Opus Small Cap Value ETF (OSCV) stake by 24% in Q2 2026, buying an estimated $452K and bringing the position to 56,735 shares worth $2.39M. The position accounts for 0.88% of the portfolio, ranked #38.

Mendel Money Management first reported a position in OSCV in Q3 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

  • Mendel Money Management held 56,735 shares of Opus Small Cap Value ETF worth $2.39M as of Q2 2026.
  • Mendel Money Management bought 11,058 Opus Small Cap Value ETF shares in Q2 2026, an estimated $452K.
  • Opus Small Cap Value ETF made up 0.88% of Mendel Money Management's portfolio in Q2 2026, its #38 holding.
  • Mendel Money Management first reported a position in Opus Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.