OSCV — ETF SOLUTIONS

Ownership history in Integrated Wealth Concepts LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in ETF SOLUTIONS (OSCV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.87% (2025 Q4)
Avg. % of fund
0.46%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,982,068 -223,916 -10.2% 0.87% $73.4M $37.03
2025 Q3 ADDED 2,205,984 +236,757 +12.0% 0.75% $84.3M $38.07
2025 Q2 ADDED 1,969,227 +550,705 +38.8% 0.71% $71.1M $35.85
2025 Q1 ADDED 1,418,522 +428,888 +43.3% 0.58% $49.4M $34.49
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    OSCV price (monthly, adj. close)

Other funds also holding OSCV

As of 2025 Q4 — sorted by position size

BROGAN FINANCIAL, INC. 3Y 13.08% Second Line Capital, LLC 4.42% Diversified Enterprises, LLC 3.93% Park Place Capital Corp 3Y 3.75% GUARDIAN WEALTH ADVISORS, LLC / NC 3Y 3.69% Clarus Group, Inc. 3Y 3.6% KFG WEALTH MANAGEMENT, LLC 3Y 2.7% Financial Guidance Group, Inc. 3Y 2.32% Renasant Bank 3Y 2.24% MBE Wealth Management, LLC 3Y 2.22%
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