WAP
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

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 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. 62 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.
  • 62 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.