RPGK
OSCV icon

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
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 $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 $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
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

Retirement Planning Group (Kansas)'s OSCV Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Opus Small Cap Value ETF (OSCV) stake by 54% in Q1 2026, selling an estimated $258K and leaving 5,556 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #459.

Retirement Planning Group (Kansas) first reported a position in OSCV in Q4 2024 and has held it in 6 quarters since. The position peaked at $742K in Q4 2024. 72 funds tracked by Wall St. Rank hold OSCV as of Q1 2026.

  • Retirement Planning Group (Kansas) held 5,556 shares of Opus Small Cap Value ETF worth $219K as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 6,504 Opus Small Cap Value ETF shares in Q1 2026, an estimated $258K.
  • Opus Small Cap Value ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #459 holding.
  • Retirement Planning Group (Kansas) first reported a position in Opus Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Retirement Planning Group (Kansas)'s Opus Small Cap Value ETF position peaked at $742K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.