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Prevail Innovative Wealth Advisors’s Opus Small Cap Value ETF OSCV Stock Holding History

Prevail Innovative Wealth 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
2023
Q3 		– Sell
-50,427
Closed -$1.61M – 144
2023
Q2 		$1.61M Buy
+50,427
New +$1.56M 0.88% 40

Other funds holding OSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Prevail Innovative Wealth Advisors's OSCV Position: Q3 2023 in Review

Prevail Innovative Wealth Advisors sold out of Opus Small Cap Value ETF (OSCV) in Q3 2023, closing a stake of 50,427 shares — an estimated $1.61M sold.

Prevail Innovative Wealth Advisors first reported a position in OSCV in Q2 2023 and held it in 1 quarter. The position peaked at $1.61M in Q2 2023. 36 funds tracked by Wall St. Rank hold OSCV as of Q3 2023.

  • Prevail Innovative Wealth Advisors reported no remaining Opus Small Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 50,427 Opus Small Cap Value ETF shares in Q3 2023, an estimated $1.61M.
  • Prevail Innovative Wealth Advisors first reported a position in Opus Small Cap Value ETF in Q2 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Opus Small Cap Value ETF position peaked at $1.61M in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q3 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.