Second Half Financial Partners’s Opus Small Cap Value ETF OSCV Stock Holding History

Second Half Financial Partners’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	$862K	Buy	20,429 +237	+1%	+$9.68K	0.35%	31
2026 Q1	$796K	Buy	20,192 +2,067	+11%	+$81.9K	0.36%	35
2025 Q4	$671K	Sell	18,125 -46	-0.3%	-$1.72K	0.3%	39
2025 Q3	$695K	Sell	18,171 -736	-4%	-$27.6K	0.31%	39
2025 Q2	$683K	Buy	18,907 +1,589	+9%	+$55.4K	0.32%	38
2025 Q1	$604K	Buy	17,318 +139	+0.8%	+$5.06K	0.3%	40
2024 Q4	$635K	Sell	17,179 -123	-0.7%	-$4.75K	0.31%	45
2024 Q3	$648K	Buy	+17,302	New	+$630K	0.34%	50

Other funds holding OSCV

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Second Half Financial Partners's OSCV Position: Q2 2026 in Review

Second Half Financial Partners increased its Opus Small Cap Value ETF (OSCV) stake by 1.2% in Q2 2026, buying an estimated $9.68K and bringing the position to 20,429 shares worth $862K. The position accounts for 0.35% of the portfolio, ranked #31.

Second Half Financial Partners first reported a position in OSCV in Q3 2024 and has held it in 8 quarters since. 13 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

Second Half Financial Partners held 20,429 shares of Opus Small Cap Value ETF worth $862K as of Q2 2026.
Second Half Financial Partners bought 237 Opus Small Cap Value ETF shares in Q2 2026, an estimated $9.68K.
Opus Small Cap Value ETF made up 0.35% of Second Half Financial Partners's portfolio in Q2 2026, its #31 holding.
Second Half Financial Partners first reported a position in Opus Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
13 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.