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OSCVOSCV
11 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in OPUS SMALL CAP VALUE ETF

Integrated Wealth Concepts LLC holds 3.6M shares of OSCV (OPUS SMALL CAP VALUE ETF), worth $153.5M as of 2026-Q2. The position was increased (+57.4% shares). OSCV represents 0.7% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$153.5M

Current Shares

3.6M

Total Value Change

+$151.8M

Total Shares Change

+3.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.6M
+57.4%
$153.5M0.7%$42.19
61
2026-Q1
Increased
2.3M
+16.6%
$91.2M0.7%$40.56
49
2025-Q4
Decreased
2M
-10.2%
$73.4M0.9%$37.38
0
2025-Q3
Increased
2.2M
+12.0%
$84.3M0.8%$37.93
47
2025-Q2
Increased
2M
+38.8%
$71.1M0.7%$36.03
55
2025-Q1
Increased
1.4M
+43.3%
$49.4M0.6%$34.42
56
2024-Q4
Increased
989,634
+13.0%
$36.6M0.4%$36.44
39
2024-Q3
Increased
876,019
+42.9%
$32.8M0.4%$36.69
46
2024-Q2
Increased
612,899
+506.7%
$21.1M0.3%$33.85
55
2024-Q1
Increased
101,020
+96.9%
$3.6M0.1%$35.16
43
2023-Q4
New
51,314
-
$1.7M0.0%$32.72
36

Other major holders of OSCV: Aptus Capital Advisors, LLC

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