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Opus Small Cap Value Plus Etf exchange traded funds shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors 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 TrueWealth Advisors 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 TrueWealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$3.0M	82k	35.96
2023-12-31	$5.7M	169k	33.57
2023-09-30	$4.9M	161k	30.33
2023-06-30	$4.9M	154k	31.95
2023-03-31	$4.2M	135k	31.14

More positions owned by TrueWealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Etf Ser Solutions Aptus Collrd Inv (ACIO)

Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)

Dbx Etf Tr Xtrack Msci Eafe (DBEF)

Spdr Ser Tr Portfolio Agrgte (SPAB)

First Tr Exchange-traded Smid Risng Etf (SDVY)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Ea Series Trust Freedom 100 Em (FRDM)

Ishares Tr Intl Div Grwth (IGRO)

Servisfirst Bancshares (SFBS)

Spdr Ser Tr Bloomberg Sht Te (SJNK)

First Tr Exchange-traded Senior Ln Fd (FTSL)

Etf Ser Solutions Aptus Enhanced (JUCY)

Etf Ser Solutions Aptus Defined (DRSK)

View all positions for TrueWealth Advisors

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

Sugarloaf Wealth Management

First Heartland Consultants

Raymond James Financial Services Advisors

Brogan Financial

Second Line Capital

Advisory Services Network

Spotlight Asset Group

Central Trust & Investment

TrueWealth Advisors

Park Place Capital Corp

Silver Oak Securities

MBE Wealth Management

One + One Wealth Management

Citadel Advisors

Atomi Financial Group

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

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