Visionary Horizons’s Opus Small Cap Value ETF OSCV Stock Holding History

Visionary Horizons’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 Q3	$910K	Buy	23,232 +1,181	+5%	+$49.4K	0.36%	43
2026 Q2	$930K	Buy	22,051 +5,443	+33%	+$222K	0.39%	39
2026 Q1	$655K	Buy	16,608 +1,786	+12%	+$70.7K	0.32%	61
2025 Q4	$549K	Buy	14,822 +9,106	+159%	+$341K	0.28%	69
2025 Q3	$219K	Buy	+5,716	New	+$214K	0.12%	106

Other funds holding OSCV

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $274M AUM 8.82% 1-Year Est. Return

Second Line Capital Metairie, Louisiana $574M AUM 8.36% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Visionary Horizons's OSCV Position: Q3 2026 in Review

Visionary Horizons increased its Opus Small Cap Value ETF (OSCV) stake by 5.4% in Q3 2026, buying an estimated $49.4K and bringing the position to 23,232 shares worth $910K. The position accounts for 0.36% of the portfolio, ranked #43.

Visionary Horizons first reported a position in OSCV in Q3 2025 and has held it in 5 quarters since. The position peaked at $930K in Q2 2026. 67 funds tracked by Wall St. Rank hold OSCV as of Q3 2026.

Visionary Horizons held 23,232 shares of Opus Small Cap Value ETF worth $910K as of Q3 2026.
Visionary Horizons bought 1,181 Opus Small Cap Value ETF shares in Q3 2026, an estimated $49.4K.
Opus Small Cap Value ETF made up 0.36% of Visionary Horizons's portfolio in Q3 2026, its #43 holding.
Visionary Horizons first reported a position in Opus Small Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
Visionary Horizons's Opus Small Cap Value ETF position peaked at $930K in Q2 2026.
67 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.