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Lord & Richards Wealth Management »

Opus Small Cap Value Plus Etf exchange traded funds shares owned by Lord & Richards Wealth Management

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

Historical chart of Lord & Richards Wealth Management 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 Lord & Richards Wealth Management 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 Lord & Richards Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.3M	33k	38.24
2025-06-30	$1.0M	29k	36.11
2025-03-31	$735k	21k	34.86
2024-12-31	$302k	8.2k	36.99

More positions owned by Lord & Richards Wealth Management

Etf Ser Solutions Aptus Collrd Inv (ACIO)

Spdr Series Trust Portfolio Sp500 (SPLG)

Bny Mellon Etf Trust Core Bond Etf (BKAG)

Etf Ser Solutions Aptus Defined (DRSK)

Doubleline Etf Trust Mortgage Etf (DMBS)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Etf Ser Solutions Aptus Drawdown (ADME)

NVIDIA Corporation (NVDA)

Schwab Strategic Tr Us Tips Etf (SCHP)

Microsoft Corporation (MSFT)

Etf Ser Solutions Aptus Enhanced (JUCY)

Bondbloxx Etf Trust Bondbloxx Privat (PCMM)

Quanta Services (PWR)

Servicenow (NOW)

Visa Com Cl A (V)

View all positions for Lord & Richards Wealth Management

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

CI Private Wealth

Envestnet Asset Management

Brogan Financial

First Heartland Consultants

Second Line Capital

Raymond James Financial

Kfg Wealth Management

Park Place Capital Corp

Waterloo Capital

Clarus Group

United Advisor Group

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

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