TCWM
OSCV icon

Total Clarity Wealth Management’s Opus Small Cap Value ETF OSCV Stock Holding History

Total Clarity Wealth Management’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
2022
Q3 		– Sell
-996
Closed -$29K – 747
2022
Q2 		$29K Buy
+996
New +$30.9K 0.02% 497

Other funds holding OSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return
DAM
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return

Total Clarity Wealth Management's OSCV Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Opus Small Cap Value ETF (OSCV) in Q3 2022, closing a stake of 996 shares — an estimated $29K sold.

Total Clarity Wealth Management first reported a position in OSCV in Q2 2022 and held it in 1 quarter. The position peaked at $29K in Q2 2022. 25 funds tracked by Wall St. Rank hold OSCV as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Opus Small Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 996 Opus Small Cap Value ETF shares in Q3 2022, an estimated $29K.
  • Total Clarity Wealth Management first reported a position in Opus Small Cap Value ETF in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's Opus Small Cap Value ETF position peaked at $29K in Q2 2022.
  • 25 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.