SRS
OSCV icon

Strong Retirement Solutions’s Opus Small Cap Value ETF OSCV Stock Holding History

Strong Retirement Solutions’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 		$285K Buy
6,765
+857
+15% +$35K 0.17% 71
2026
Q1 		$233K Buy
+5,908
New +$234K 0.16% 75

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

Strong Retirement Solutions's OSCV Position: Q2 2026 in Review

Strong Retirement Solutions increased its Opus Small Cap Value ETF (OSCV) stake by 15% in Q2 2026, buying an estimated $35K and bringing the position to 6,765 shares worth $285K. The position accounts for 0.17% of the portfolio, ranked #71.

Strong Retirement Solutions first reported a position in OSCV in Q1 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

  • Strong Retirement Solutions held 6,765 shares of Opus Small Cap Value ETF worth $285K as of Q2 2026.
  • Strong Retirement Solutions bought 857 Opus Small Cap Value ETF shares in Q2 2026, an estimated $35K.
  • Opus Small Cap Value ETF made up 0.17% of Strong Retirement Solutions's portfolio in Q2 2026, its #71 holding.
  • Strong Retirement Solutions first reported a position in Opus Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on Strong Retirement Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.