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Oak Harbor Wealth Partners’s Opus Small Cap Value ETF OSCV Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-4,436
Closed -$175K – 271
2026
Q1 		$175K Buy
+4,436
New +$176K 0.04% 198

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

Oak Harbor Wealth Partners's OSCV Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of Opus Small Cap Value ETF (OSCV) in Q2 2026, closing a stake of 4,436 shares — an estimated $175K sold.

Oak Harbor Wealth Partners first reported a position in OSCV in Q1 2026 and held it in 1 quarter. The position peaked at $175K in Q1 2026. 75 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining Opus Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 4,436 Opus Small Cap Value ETF shares in Q2 2026, an estimated $175K.
  • Oak Harbor Wealth Partners first reported a position in Opus Small Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Oak Harbor Wealth Partners's Opus Small Cap Value ETF position peaked at $175K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.