Opus Small Cap Value Plus Etf exchange traded funds shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Opus Small Cap Value Plus Etf exchange traded funds (OSCV) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Opus Small Cap Value Plus Etf exchange traded funds
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Quarterly reported holdings in Opus Small Cap Value Plus Etf exchange traded funds by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $26M | 732k | 35.96 |
| 2023-12-31 | $23M | 690k | 33.57 |
| 2023-09-30 | $21M | 701k | 30.33 |
| 2023-06-30 | $31M | 973k | 31.95 |
| 2023-03-31 | $29M | 915k | 31.14 |
| 2022-12-31 | $27M | 874k | 30.98 |
| 2022-09-30 | $18M | 615k | 28.40 |
| 2022-06-30 | $18M | 606k | 28.83 |
| 2022-03-31 | $24M | 727k | 33.10 |
| 2021-12-31 | $25M | 697k | 35.37 |
| 2021-09-30 | $22M | 664k | 32.66 |
| 2021-06-30 | $20M | 625k | 32.70 |
| 2021-03-31 | $19M | 734 | 25423.71 |
| 2020-12-31 | $12M | 419k | 28.01 |
| 2020-09-30 | $9.6M | 410k | 23.38 |
| 2020-06-30 | $8.6M | 390k | 21.99 |
| 2020-03-31 | $7.3M | 391k | 18.69 |
| 2019-12-31 | $9.8M | 363k | 27.09 |
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