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Retirement Planning Group (Kansas)’s Opus Small Cap Value ETF OSCV Stock Holding History

Retirement Planning Group (Kansas)’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 		$230K Sell
5,459
-97
-2% -$3.96K 0.01% 502
2026
Q1 		$219K Sell
5,556
-6,504
-54% -$258K 0.01% 459
2025
Q4 		$447K Sell
12,060
-3,125
-21% -$117K 0.01% 283
2025
Q3 		$581K Sell
15,185
-4,397
-22% -$165K 0.02% 249
2025
Q2 		$707K Sell
19,582
-1,062
-5% -$37K 0.03% 181
2025
Q1 		$719K Buy
20,644
+584
+3% +$21.3K 0.03% 167
2024
Q4 		$742K Buy
+20,060
New +$775K 0.04% 157

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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PPC
Park Place Capital Homewood, Alabama $629M AUM 18.27% 1-Year Est. Return

Retirement Planning Group (Kansas)'s OSCV Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Opus Small Cap Value ETF (OSCV) stake by 1.7% in Q2 2026, selling an estimated $3.96K and leaving 5,459 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #502.

Retirement Planning Group (Kansas) first reported a position in OSCV in Q4 2024 and has held it in 7 quarters since. The position peaked at $742K in Q4 2024. 75 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

  • Retirement Planning Group (Kansas) held 5,459 shares of Opus Small Cap Value ETF worth $230K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 97 Opus Small Cap Value ETF shares in Q2 2026, an estimated $3.96K.
  • Opus Small Cap Value ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #502 holding.
  • Retirement Planning Group (Kansas) first reported a position in Opus Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Retirement Planning Group (Kansas)'s Opus Small Cap Value ETF position peaked at $742K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.