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 Q1	$175K	Buy	+4,436	New	+$176K	0.04%	198

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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 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

Oak Harbor Wealth Partners's OSCV Position: Q1 2026 in Review

Oak Harbor Wealth Partners opened a new position in Opus Small Cap Value ETF (OSCV) in Q1 2026: 4,436 shares worth $175K. The stake represents 0.04% of the portfolio and ranks #198 among its holdings.

72 funds tracked by Wall St. Rank hold OSCV as of Q1 2026.

Oak Harbor Wealth Partners held 4,436 shares of Opus Small Cap Value ETF worth $175K as of Q1 2026.
Opus Small Cap Value ETF was a new Oak Harbor Wealth Partners position in Q1 2026.
Opus Small Cap Value ETF made up 0.04% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #198 holding.
72 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.