WWP
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WR Wealth Planners’s Opus Small Cap Value ETF OSCV Stock Holding History

WR Wealth Planners’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
2023
Q4 		– Sell
-350
Closed -$10.6K – 637
2023
Q3 		$10.6K Hold
350
– – ﹤0.01% 549
2023
Q2 		$11.2K Buy
+350
New +$10.8K ﹤0.01% 530

Other funds holding OSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 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
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

WR Wealth Planners's OSCV Position: Q4 2023 in Review

WR Wealth Planners sold out of Opus Small Cap Value ETF (OSCV) in Q4 2023, closing a stake of 350 shares — an estimated $10.6K sold.

WR Wealth Planners first reported a position in OSCV in Q2 2023 and held it in 2 quarters. The position peaked at $11.2K in Q2 2023. 30 funds tracked by Wall St. Rank hold OSCV as of Q4 2023.

  • WR Wealth Planners reported no remaining Opus Small Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 350 Opus Small Cap Value ETF shares in Q4 2023, an estimated $10.6K.
  • WR Wealth Planners first reported a position in Opus Small Cap Value ETF in Q2 2023 and held it in 2 quarters.
  • WR Wealth Planners's Opus Small Cap Value ETF position peaked at $11.2K in Q2 2023.
  • 30 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.