OSCV β€” ETF SER SOLUTIONS

Ownership history in BROGAN FINANCIAL, INC.  Β·  13 quarters on record

AI Ownership Summary

BROGAN FINANCIAL, INC. reported ETF SER SOLUTIONS (OSCV) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 14.02% in 2024 Q4. The latest visible filing shows OSCV at 13.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OSCV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BROGAN FINANCIAL, INC.'s position in ETF SER SOLUTIONS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

OSCV was reported at 13.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.02% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BROGAN FINANCIAL, INC. held OSCV β€” position size vs. price
% of Fund (quarterly)    OSCV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 808,273 -22,153 -2.7% 13.08% $29.9M 2026-02-14 (Est.) $41.36
2025 Q3 ADDED 830,426 +3,799 +0.5% 13.53% $31.7M 2025-11-13 $36.64
2025 Q2 ADDED 826,627 +37,343 +4.7% 13.34% $29.8M 2025-08-08 $36.28
2025 Q1 ADDED 789,284 +15,481 +2.0% 13.36% $27.5M 2025-05-05 $34.38
2024 Q4 ADDED 773,803 +286,562 +58.8% 14.02% $28.6M 2025-02-13 $36.60
2024 Q3 ADDED 487,241 +17,278 +3.7% 10.39% $18.2M 2024-11-14 $38.87
2024 Q2 ADDED 469,963 +9,895 +2.2% 10.22% $16.2M 2024-08-13 $35.12
2024 Q1 ADDED 460,068 +21,290 +4.9% 10.92% $16.5M 2024-05-10 $34.41
2023 Q4 ADDED 438,778 +99,119 +29.2% 10.87% $14.7M 2024-02-09 $32.66
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BROGAN FINANCIAL, INC. and OSCV

These are the practical questions this page is built to answer before you even open the full history table.

How long has BROGAN FINANCIAL, INC. reported owning OSCV?

BROGAN FINANCIAL, INC. reported OSCV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported OSCV position in BROGAN FINANCIAL, INC.'s portfolio?

The largest reported portfolio weight for OSCV was 14.02% in 2024 Q4.

What is the latest reported OSCV position on this page?

The most recent filing on this page is 2025 Q4, when BROGAN FINANCIAL, INC. reported 808,273 shares, equal to 13.08% of portfolio, with an estimated market value of $29.9M.

What does the chart on this OSCV ownership page compare?

The chart compares BROGAN FINANCIAL, INC.'s quarterly OSCV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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