XPN
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
Q2 		$211K Buy
+4,990
New +$204K 0.03% 333

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 $72.2B AUM 27.85% 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

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.

75 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.
  • 75 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.