PW
OSCV icon

Pandora Wealth’s Opus Small Cap Value ETF OSCV Stock Holding History

Pandora Wealth’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
2025
Q4 		$2.7M Sell
72,799
-726
-1% -$27.2K 1.64% 14
2025
Q3 		$2.81M Sell
73,525
-841
-1% -$31.5K 1.7% 13
2025
Q2 		$2.69M Sell
74,366
-998
-1% -$34.8K 1.65% 15
2025
Q1 		$2.63M Buy
+75,364
New +$2.74M 1.73% 15

Other funds holding OSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
BF
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
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pandora Wealth's OSCV Position: Q4 2025 in Review

Pandora Wealth reduced its Opus Small Cap Value ETF (OSCV) stake by 0.99% in Q4 2025, selling an estimated $27.2K and leaving 72,799 shares worth $2.7M. The position accounts for 1.64% of the portfolio, ranked #14.

Pandora Wealth first reported a position in OSCV in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.81M in Q3 2025. 74 funds tracked by Wall St. Rank hold OSCV as of Q4 2025.

  • Pandora Wealth held 72,799 shares of Opus Small Cap Value ETF worth $2.7M as of Q4 2025.
  • Pandora Wealth sold 726 Opus Small Cap Value ETF shares in Q4 2025, an estimated $27.2K.
  • Opus Small Cap Value ETF made up 1.64% of Pandora Wealth's portfolio in Q4 2025, its #14 holding.
  • Pandora Wealth first reported a position in Opus Small Cap Value ETF in Q1 2025 and has held it in 4 quarters since.
  • Pandora Wealth's Opus Small Cap Value ETF position peaked at $2.81M in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.