Raleigh Capital Management Inc. Opus Small Cap Value ETF Transaction History

Raleigh Capital Management Inc.

$255 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	SELL	$33.59 - $35.69 $205,436 - $218,280	-6,116 Reduced 90.73%	625 $21,000
Q1 2024 May 13, 2024	BUY	$32.5 - $35.96 $219,082 - $242,406	6,741 New	6,741 $242,000

Others Institutions Holding OSCV

# of Institutions

49

Shares Held

12.9M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

4.32M
Shares

$170 Million
2.58% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$56.8 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.41M
Shares

$55.6 Million
6.32% of portfolio
Integrated Wealth Concepts LLC

876K
Shares

$34.4 Million
0.42% of portfolio
Sugarloaf Wealth Management, LLC

746K
Shares

$29.3 Million
5.66% of portfolio

About OPUS SMALL CAP VALUE ETF

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