GoalVest Advisory LLC - OSI ETF TR ownership

OSI ETF TR's ticker is OUSM and the CUSIP is 67110P100. A total of 39 filers reported holding OSI ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of OSI ETF TR
ValueSharesWeighting
Q1 2022$77,000
-1.3%
2,2170.0%0.04%
-10.4%
Q2 2021$78,000
+2.6%
2,2170.0%0.05%
-15.8%
Q1 2021$76,000
+10.1%
2,2170.0%0.06%
-1.7%
Q4 2020$69,0002,2170.06%
Other shareholders
OSI ETF TR shareholders Q2 2021
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 342,864$11,938,0006.19%
Empirical Asset Management, LLC 33,244$1,157,0001.10%
Clay Northam Wealth Management, LLC 21,445$747,0000.76%
Triumph Capital Management 25,836$901,0000.39%
Acorn Wealth Advisors, LLC 12,110$422,0000.29%
Lenox Wealth Advisors, LLC 64,000$2,207,0000.28%
SHEETS SMITH WEALTH MANAGEMENT 28,668$998,0000.14%
Cambridge Advisors Inc. 12,540$437,0000.10%
Diligent Investors, LLC 8,020$279,0000.08%
Capital Advisors, Ltd. LLC 11,242$391,0000.06%
View complete list of OSI ETF TR shareholders