SWS Partners OSCV — ETF SER SOLUTIONS

Ownership history in SWS Partners  ·  6 quarters on record

AI Ownership Summary

SWS Partners reported ETF SER SOLUTIONS (OSCV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.25% in 2026 Q1. The latest visible filing shows OSCV at 2.25% 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.

What this OSCV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SWS Partners'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
2026 Q1

OSCV was reported at 2.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.25% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

OSCV stock page SWS Partners fund profile SWS Partners full holdings
How SWS Partners held OSCV — position size vs. price
% of Fund (quarterly)    OSCV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 231,124 -6,336 -2.7% 2.25% $9.1M 2026-04-21 $41.15
2025 Q4 ADDED — — — 237,460 +9,041 +4.0% 2.12% $8.8M 2026-01-16 $39.26
2025 Q3 ADDED — — — 228,419 +33,979 +17.5% 2.13% $8.7M 2025-10-16 $36.84
2025 Q2 ADDED — — — 194,440 +84,353 +76.6% 1.89% $7.0M 2025-07-17 $36.39
2025 Q1 UNCHANGED — — — 110,087 — 0% 1.23% $4.1M 2025-05-19 $35.63
2024 Q4 INITIATED — — — 110,087 — — 1.23% $4.1M 2025-02-06 $37.15

🏢 Other funds also holding OSCV

As of 2026 Q1 — sorted by position size

6th Street Advisors, LLC 5.83% Park Place Capital Corp 3Y 3.97% Clarus Group, Inc. 3Y 3.8% Financial Guidance Group, Inc. 3Y 2.64% Cushing Capital Partners, LLC 2.48% MBE Wealth Management, LLC 3Y 2.31% Renasant Bank 3Y 2.3% Lord & Richards Wealth Management, LLC 1.86% First Heartland Consultants, Inc. 3Y 7Y 1.67% United Advisor Group, LLC 1.27%

FAQ About SWS Partners and OSCV

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

How long has SWS Partners reported owning OSCV?

SWS Partners reported OSCV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported OSCV position in SWS Partners's portfolio?

The largest reported portfolio weight for OSCV was 2.25% in 2026 Q1.

What is the latest reported OSCV position on this page?

The most recent filing on this page is 2026 Q1, when SWS Partners reported 231,124 shares, equal to 2.25% of portfolio, with an estimated market value of $9.1M.

What does the chart on this OSCV ownership page compare?

The chart compares SWS Partners'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.

How well did SWS Partners time their OSCV position?

Based on 13F filing dates vs. subsequent OSCV price moves, SWS Partners correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on OSCV relative to SPY over the holding period was -5.0%.

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