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Morris Financial Concepts’s Opus Small Cap Value ETF OSCV Stock Holding History

Morris Financial Concepts’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
2024
Q4 		– Sell
-4,823
Closed -$181K – 192
2024
Q3 		$181K Buy
+4,823
New +$176K 0.08% 126

Other funds holding OSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Morris Financial Concepts's OSCV Position: Q4 2024 in Review

Morris Financial Concepts sold out of Opus Small Cap Value ETF (OSCV) in Q4 2024, closing a stake of 4,823 shares — an estimated $181K sold.

Morris Financial Concepts first reported a position in OSCV in Q3 2024 and held it in 1 quarter. The position peaked at $181K in Q3 2024. 50 funds tracked by Wall St. Rank hold OSCV as of Q4 2024.

  • Morris Financial Concepts reported no remaining Opus Small Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Morris Financial Concepts sold 4,823 Opus Small Cap Value ETF shares in Q4 2024, an estimated $181K.
  • Morris Financial Concepts first reported a position in Opus Small Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Morris Financial Concepts's Opus Small Cap Value ETF position peaked at $181K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q4 2024.

Based on Morris Financial Concepts's 13F filing for Q4 2024, filed 29 Jan 2025.