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Opus Small Cap Value Plus Etf exchange traded funds shares owned by Oak Harbor Wealth Partners

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

Historical chart of Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $175k 4.4k 39.44

More positions owned by Oak Harbor Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Caterpillar (CAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Penumbra (PEN)
Costco Wholesale Corporation (COST)
Lincoln National Corporation (LNC)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Johnson & Johnson (JNJ)

View all positions for Oak Harbor Wealth Partners

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
CI Private Wealth
Brogan Financial
Second Line Capital
First Heartland Consultants
Raymond James Financial
Park Place Capital Corp
Waterloo Capital
Signal Advisors Wealth
Clarus Group
United Advisor Group

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