SAI
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Savvy Advisors Inc’s Opus Small Cap Value ETF OSCV Stock Holding History

Savvy Advisors Inc’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 		$1.96M Sell
49,694
-111,454
-69% -$4.41M 0.05% 272
2025
Q4 		$5.97M Buy
+161,148
New +$6.03M 0.19% 89

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

Savvy Advisors Inc's OSCV Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Opus Small Cap Value ETF (OSCV) stake by 69% in Q1 2026, selling an estimated $4.41M and leaving 49,694 shares worth $1.96M. The position accounts for 0.05% of the portfolio, ranked #272.

Savvy Advisors Inc first reported a position in OSCV in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.97M in Q4 2025. 72 funds tracked by Wall St. Rank hold OSCV as of Q1 2026.

  • Savvy Advisors Inc held 49,694 shares of Opus Small Cap Value ETF worth $1.96M as of Q1 2026.
  • Savvy Advisors Inc sold 111,454 Opus Small Cap Value ETF shares in Q1 2026, an estimated $4.41M.
  • Opus Small Cap Value ETF made up 0.05% of Savvy Advisors Inc's portfolio in Q1 2026, its #272 holding.
  • Savvy Advisors Inc first reported a position in Opus Small Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Opus Small Cap Value ETF position peaked at $5.97M in Q4 2025.
  • 72 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.