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Opus Small Cap Value Plus Etf exchange traded funds shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Opus Small Cap Value Plus Etf exchange traded funds (OSCV) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Opus Small Cap Value Plus Etf exchange traded funds

Tip: Access up to 7 years of quarterly data

All positions including Opus Small Cap Value Plus Etf exchange traded funds held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Opus Small Cap Value Plus Etf exchange traded funds by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 101k 35.96

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding Opus Small Cap Value Plus Etf exchange traded funds

Aptus Capital Advisors
Sugarloaf Wealth Management
First Heartland Consultants
Brogan Financial
Raymond James Financial Services Advisors
Second Line Capital
Waterloo Capital
Envestnet Asset Management
Advisory Services Network
Spotlight Asset Group
Central Trust & Investment
Integrated Wealth Concepts
TrueWealth Advisors
United Advisor Group
Park Place Capital Corp

View all funds holding Opus Small Cap Value Plus Etf exchange traded funds