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

WealthShield 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
2026
Q1 		$10.4K Sell
263
-61
-19% -$2.42K ﹤0.01% 534
2025
Q4 		$12K Hold
324
– – ﹤0.01% 501
2025
Q3 		$12.4K Hold
324
– – ﹤0.01% 496
2025
Q2 		$11.7K Hold
324
– – ﹤0.01% 488
2025
Q1 		$11.3K Buy
+324
New +$11.8K ﹤0.01% 477

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

WealthShield Partners's OSCV Position: Q1 2026 in Review

WealthShield Partners reduced its Opus Small Cap Value ETF (OSCV) stake by 19% in Q1 2026, selling an estimated $2.42K and leaving 263 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

WealthShield Partners first reported a position in OSCV in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.4K in Q3 2025. 72 funds tracked by Wall St. Rank hold OSCV as of Q1 2026.

  • WealthShield Partners held 263 shares of Opus Small Cap Value ETF worth $10.4K as of Q1 2026.
  • WealthShield Partners sold 61 Opus Small Cap Value ETF shares in Q1 2026, an estimated $2.42K.
  • Opus Small Cap Value ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #534 holding.
  • WealthShield Partners first reported a position in Opus Small Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • WealthShield Partners's Opus Small Cap Value ETF position peaked at $12.4K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.