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NewEdge Advisors’s Opus Small Cap Value ETF OSCV Stock Holding History

NewEdge Advisors’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 		$2.7K Hold
64
– – ﹤0.01% 3863
2026
Q1 		$2.52K Buy
+64
New +$2.54K ﹤0.01% 3758

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
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 $78.6B AUM 28.08% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

NewEdge Advisors's OSCV Position: Q2 2026 in Review

NewEdge Advisors held its Opus Small Cap Value ETF (OSCV) position steady in Q2 2026 at 64 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3863.

NewEdge Advisors first reported a position in OSCV in Q1 2026 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

  • NewEdge Advisors held 64 shares of Opus Small Cap Value ETF worth $2.7K as of Q2 2026.
  • NewEdge Advisors left its Opus Small Cap Value ETF share count unchanged in Q2 2026.
  • Opus Small Cap Value ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3863 holding.
  • NewEdge Advisors first reported a position in Opus Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.