Signal Advisors Wealth’s Opus Small Cap Value ETF OSCV Stock Holding History

Signal Advisors Wealth’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	$15.6M	Buy	369,268 +95,864	+35%	+$3.92M	0.79%	28
2026 Q1	$10.8M	Buy	273,404 +57,819	+27%	+$2.29M	0.74%	29
2025 Q4	$7.98M	Buy	215,585 +6,092	+3%	+$228K	0.63%	38
2025 Q3	$8.01M	Buy	209,493 +56,818	+37%	+$2.13M	0.73%	37
2025 Q2	$5.51M	Buy	152,675 +40,906	+37%	+$1.43M	0.43%	65
2025 Q1	$3.9M	Buy	111,769 +41,654	+59%	+$1.52M	0.38%	69
2024 Q4	$2.59M	Buy	70,115 +31,054	+80%	+$1.2M	0.29%	94
2024 Q3	$1.46M	Buy	+39,061	New	+$1.42M	0.21%	118
2024 Q2	–	Sell	-6,547	Closed	-$235K	–	223
2024 Q1	$235K	Buy	+6,547	New	+$222K	0.06%	267

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

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 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

Signal Advisors Wealth's OSCV Position: Q2 2026 in Review

Signal Advisors Wealth increased its Opus Small Cap Value ETF (OSCV) stake by 35% in Q2 2026, buying an estimated $3.92M and bringing the position to 369,268 shares worth $15.6M. The position accounts for 0.79% of the portfolio, ranked #28.

Signal Advisors Wealth first reported a position in OSCV in Q1 2024 and has held it in 9 quarters since. 75 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

Signal Advisors Wealth held 369,268 shares of Opus Small Cap Value ETF worth $15.6M as of Q2 2026.
Signal Advisors Wealth bought 95,864 Opus Small Cap Value ETF shares in Q2 2026, an estimated $3.92M.
Opus Small Cap Value ETF made up 0.79% of Signal Advisors Wealth's portfolio in Q2 2026, its #28 holding.
Signal Advisors Wealth first reported a position in Opus Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
75 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.