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

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $16M 408k 39.18

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation Call Option (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom Call Option (AVGO)
Vanguard Index Fds Mrngstr Val Etf (VTV)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Alphabet Cap Stk Cl C (GOOG)
Micron Technology Put Option (MU)

View all positions for Concurrent Investment Advisors

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

Aptus Capital Advisors
Integrated Wealth Concepts
Diversified Enterprises
Guardian Wealth Advisors, Llc / Nc
Envestnet Asset Management
Brogan Financial
CI Private Wealth
Second Line Capital
Raymond James Financial
Park Place Capital Corp
Waterloo Capital
Signal Advisors Wealth
Concurrent Investment Advisors
First Heartland Consultants
United Advisor Group

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