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

Regal 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
Q1 		$2.3M Buy
58,204
+2,352
+4% +$93.1K 0.13% 182
2025
Q4 		$2.07M Buy
55,852
+42,933
+332% +$1.61M 0.12% 188
2025
Q3 		$494K Buy
+12,919
New +$484K 0.03% 378

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
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
Raymond James Financial
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

Regal Investment Advisors's OSCV Position: Q1 2026 in Review

Regal Investment Advisors increased its Opus Small Cap Value ETF (OSCV) stake by 4.2% in Q1 2026, buying an estimated $93.1K and bringing the position to 58,204 shares worth $2.3M. The position accounts for 0.13% of the portfolio, ranked #182.

Regal Investment Advisors first reported a position in OSCV in Q3 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold OSCV as of Q1 2026.

  • Regal Investment Advisors held 58,204 shares of Opus Small Cap Value ETF worth $2.3M as of Q1 2026.
  • Regal Investment Advisors bought 2,352 Opus Small Cap Value ETF shares in Q1 2026, an estimated $93.1K.
  • Opus Small Cap Value ETF made up 0.13% of Regal Investment Advisors's portfolio in Q1 2026, its #182 holding.
  • Regal Investment Advisors first reported a position in Opus Small Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.