VH
OSCV icon

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
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

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

Visionary Horizons's OSCV Position: Q2 2026 in Review

Visionary Horizons increased its Opus Small Cap Value ETF (OSCV) stake by 33% in Q2 2026, buying an estimated $222K and bringing the position to 22,051 shares worth $930K. The position accounts for 0.39% of the portfolio, ranked #39.

Visionary Horizons first reported a position in OSCV in Q3 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

  • Visionary Horizons held 22,051 shares of Opus Small Cap Value ETF worth $930K as of Q2 2026.
  • Visionary Horizons bought 5,443 Opus Small Cap Value ETF shares in Q2 2026, an estimated $222K.
  • Opus Small Cap Value ETF made up 0.39% of Visionary Horizons's portfolio in Q2 2026, its #39 holding.
  • Visionary Horizons first reported a position in Opus Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.