Kfg Wealth Management, LLC Opus Small Cap Value ETF Transaction History

Kfg Wealth Management, LLC

$454 Million
Q4 2025

A detailed history of Kfg Wealth Management, LLC transactions in Opus Small Cap Value ETF stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 545,056 shares of OSCV stock, worth $20.1 Million. This represents 4.41% of its overall portfolio holdings.

Number of Shares

545,056

Previous 482,873 12.88%

Holding current value

$20.1 Million

Previous $18.5 Million 8.62%

% of portfolio

4.41%

Previous 3.91%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$36.7 - $38.25 $2.28 Million - $2.38 Million	62,183 Added 12.88%	545,056 $20.1 Million
Q3 2025 Oct 07, 2025	BUY	$35.98 - $38.73 $1.86 Million - $2 Million	51,686 Added 11.99%	482,873 $18.5 Million
Q2 2025 Jul 14, 2025	BUY	$31.34 - $36.29 $1.13 Million - $1.3 Million	35,901 Added 9.08%	431,187 $15.6 Million
Q1 2025 Apr 11, 2025	BUY	$34.16 - $38.45 $1.23 Million - $1.38 Million	35,938 Added 10.0%	395,286 $13.7 Million
Q4 2024 Jan 21, 2025	BUY	$36.89 - $40.88 $3.2 Million - $3.54 Million	86,669 Added 31.78%	359,348 $13.3 Million

Q3 2024 Oct 15, 2024	BUY	$33.99 - $37.93 $9.27 Million - $10.3 Million	272,679 New	272,679 $10.2 Million

Others Institutions Holding OSCV

# of Institutions

Shares Held

22M

Call Options Held

Put Options Held

View Full List

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

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Kfg Wealth Management, LLC Opus Small Cap Value ETF Transaction History