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Prime Capital Investment Advisors’s Opus Small Cap Value ETF OSCV Stock Holding History

Prime Capital Investment 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 		$4.3M Buy
101,940
+14,123
+16% +$577K 0.04% 258
2026
Q1 		$3.46M Buy
87,817
+13,759
+19% +$545K 0.04% 276
2025
Q4 		$2.74M Buy
74,058
+4,974
+7% +$186K 0.03% 296
2025
Q3 		$2.64M Buy
69,084
+39,872
+136% +$1.49M 0.03% 296
2025
Q2 		$1.05M Buy
+29,212
New +$1.02M 0.01% 457

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
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
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Prime Capital Investment Advisors's OSCV Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Opus Small Cap Value ETF (OSCV) stake by 16% in Q2 2026, buying an estimated $577K and bringing the position to 101,940 shares worth $4.3M. The position accounts for 0.04% of the portfolio, ranked #258.

Prime Capital Investment Advisors first reported a position in OSCV in Q2 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

  • Prime Capital Investment Advisors held 101,940 shares of Opus Small Cap Value ETF worth $4.3M as of Q2 2026.
  • Prime Capital Investment Advisors bought 14,123 Opus Small Cap Value ETF shares in Q2 2026, an estimated $577K.
  • Opus Small Cap Value ETF made up 0.04% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #258 holding.
  • Prime Capital Investment Advisors first reported a position in Opus Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 62 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.