GoalVest Advisory LLC - OSI ETF TR ownership

OSI ETF TR's ticker is OUSM and the CUSIP is 67110P100. A total of 40 filers reported holding OSI ETF TR in Q3 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 Q3 2021
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 348,985$12,082,0006.29%
Triumph Capital Management 25,795$895,0000.42%
Lenox Wealth Advisors, LLC 64,000$2,216,0000.28%
Acorn Wealth Advisors, LLC 8,428$292,0000.20%
SHEETS SMITH WEALTH MANAGEMENT 27,668$958,0000.13%
Diligent Investors, LLC 8,520$299,0000.10%
Cambridge Advisors Inc. 11,886$411,0000.10%
Capital Advisors, Ltd. LLC 11,233$389,0000.07%
AVANTAX ADVISORY SERVICES, INC. 98,197$3,408,0000.06%
Wealthspire Advisors, LLC 64,000$2,216,0000.05%
View complete list of OSI ETF TR shareholders