XY Planning Network
OSCV icon

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
Q3 		– Sell
-4,990
Closed -$211K – 393
2026
Q2 		$211K Buy
+4,990
New +$204K 0.03% 333

Other funds holding OSCV

Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

XY Planning Network's OSCV Position: Q3 2026 in Review

XY Planning Network sold out of Opus Small Cap Value ETF (OSCV) in Q3 2026, closing a stake of 4,990 shares — an estimated $211K sold.

XY Planning Network first reported a position in OSCV in Q2 2026 and held it in 1 quarter. The position peaked at $211K in Q2 2026. 15 funds tracked by Wall St. Rank hold OSCV as of Q3 2026.

  • XY Planning Network reported no remaining Opus Small Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • XY Planning Network sold 4,990 Opus Small Cap Value ETF shares in Q3 2026, an estimated $211K.
  • XY Planning Network first reported a position in Opus Small Cap Value ETF in Q2 2026 and held it in 1 quarter.
  • XY Planning Network's Opus Small Cap Value ETF position peaked at $211K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.