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Opus Small Cap Value Plus Etf exchange traded funds shares owned by SWS Partners

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

Historical chart of SWS 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 SWS 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 SWS Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7M 228k 38.23
2025-06-30 $7.0M 194k 36.11
2025-03-31 $4.9M 142k 34.85
2024-12-31 $4.1M 110k 36.99

More positions owned by SWS Partners

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Mcp Etf (IJH)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Spdr Series Trust Prtflo S&p500 Hi (SPYD)
NVIDIA Corporation (NVDA)
Purecycle Technologies (PCT)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Natera (NTRA)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ambarella SHS (AMBA)
Marvell Technology (MRVL)
Mp Materials Corp Com Cl A (MP)

View all positions for SWS 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
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