Wealthcare Advisory Partners
OSCV icon

Wealthcare Advisory Partners’s Opus Small Cap Value ETF OSCV Stock Holding History

Wealthcare Advisory Partners’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
2025
Q3 		– Sell
-25,143
Closed -$908K – 1046
2025
Q2 		$908K Buy
+25,143
New +$876K 0.02% 505

Other funds holding OSCV

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
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 22.9% 1-Year Est. Return
Brogan Financial
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Second Line Capital
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
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Wealthcare Advisory Partners's OSCV Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of Opus Small Cap Value ETF (OSCV) in Q3 2025, closing a stake of 25,143 shares — an estimated $908K sold.

Wealthcare Advisory Partners first reported a position in OSCV in Q2 2025 and held it in 1 quarter. The position peaked at $908K in Q2 2025. 64 funds tracked by Wall St. Rank hold OSCV as of Q3 2025.

  • Wealthcare Advisory Partners reported no remaining Opus Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 25,143 Opus Small Cap Value ETF shares in Q3 2025, an estimated $908K.
  • Wealthcare Advisory Partners first reported a position in Opus Small Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Opus Small Cap Value ETF position peaked at $908K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.