WS
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Wilian Securities’s Opus Small Cap Value ETF OSCV Stock Holding History

Wilian Securities’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 		$3.34M Buy
+79,140
New +$3.23M 1.97% 12
2026
Q1 		– Sell
-31,839
Closed -$1.18M – 88
2025
Q4 		$1.18M Buy
+31,839
New +$1.19M 1.27% 22

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 $20.5B AUM 24.45% 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 $77.5B AUM 28.19% 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

Wilian Securities's OSCV Position: Q2 2026 in Review

Wilian Securities opened a new position in Opus Small Cap Value ETF (OSCV) in Q2 2026: 79,140 shares worth $3.34M. The stake represents 1.97% of the portfolio and ranks #12 among its holdings. This is a return to the name: Wilian Securities previously reported a position in OSCV as recently as Q4 2025.

Wilian Securities first reported a position in OSCV in Q4 2025 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

  • Wilian Securities held 79,140 shares of Opus Small Cap Value ETF worth $3.34M as of Q2 2026.
  • Opus Small Cap Value ETF was a new Wilian Securities position in Q2 2026.
  • Opus Small Cap Value ETF made up 1.97% of Wilian Securities's portfolio in Q2 2026, its #12 holding.
  • Wilian Securities first reported a position in Opus Small Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on Wilian Securities's 13F filing for Q2 2026, filed 13 Jul 2026.