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Advisornet Financial’s Optex Systems OPXS Stock Holding History

Advisornet Financial’s Portfolio OPXS Stock Details OPXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-200
Closed -$2.65K – 2345
2026
Q1 		$2.65K Hold
200
– – ﹤0.01% 1868
2025
Q4 		$2.84K Hold
200
– – ﹤0.01% 1845
2025
Q3 		$2.58K Buy
+200
New +$2.42K ﹤0.01% 1816

Other funds holding OPXS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Advisornet Financial's OPXS Position: Q2 2026 in Review

Advisornet Financial sold out of Optex Systems (OPXS) in Q2 2026, closing a stake of 200 shares — an estimated $2.65K sold.

Advisornet Financial first reported a position in OPXS in Q3 2025 and held it in 3 quarters. The position peaked at $2.84K in Q4 2025. 3 funds tracked by Wall St. Rank hold OPXS as of Q2 2026.

  • Advisornet Financial reported no remaining Optex Systems position as of Q2 2026 after selling out during the quarter.
  • Advisornet Financial sold 200 Optex Systems shares in Q2 2026, an estimated $2.65K.
  • Advisornet Financial first reported a position in Optex Systems in Q3 2025 and held it in 3 quarters.
  • Advisornet Financial's Optex Systems position peaked at $2.84K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Optex Systems as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.