True Wealth Design’s OneSpan OSPN Stock Holding History

True Wealth Design’s Portfolio OSPN Stock Details OSPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.89K	Buy	550 +364	+196%	+$4.6K	﹤0.01%	1158
2026 Q1	$1.96K	Buy	186 +135	+265%	+$1.53K	﹤0.01%	1549
2025 Q4	$655	Buy	51 +49	+2,450%	+$665	﹤0.01%	1861
2025 Q3	$32	Sell	2 -17	-89%	-$259	﹤0.01%	2627
2025 Q2	$318	Sell	19 -58	-75%	-$900	﹤0.01%	1909
2025 Q1	$1.18K	Buy	77 +74	+2,467%	+$1.32K	﹤0.01%	1212
2024 Q4	$56	Sell	3 -22	-88%	-$374	﹤0.01%	1308
2024 Q3	$417	Buy	+25	New	+$370	﹤0.01%	1126

Other funds holding OSPN

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return