XY Planning Network’s Opus Small Cap Value ETF OSCV Stock Holding History

XY Planning Network’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	$211K	Buy	+4,990	New	+$204K	0.03%	333

Other funds holding OSCV

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

XY Planning Network's OSCV Position: Q2 2026 in Review

XY Planning Network opened a new position in Opus Small Cap Value ETF (OSCV) in Q2 2026: 4,990 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #333 among its holdings.

13 funds tracked by Wall St. Rank hold OSCV as of Q2 2026.

XY Planning Network held 4,990 shares of Opus Small Cap Value ETF worth $211K as of Q2 2026.
Opus Small Cap Value ETF was a new XY Planning Network position in Q2 2026.
Opus Small Cap Value ETF made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #333 holding.
13 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.