ALPS Advisors’s Otter Tail OTTR Stock Holding History

ALPS Advisors’s Portfolio OTTR Stock Details OTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.82M	Sell	20,707 -988	-5%	-$85.5K	0.01%	427
2025 Q4	$1.75M	Sell	21,695 -1,478	-6%	-$120K	0.01%	417
2025 Q3	$1.9M	Buy	23,173 +993	+4%	+$80.5K	0.01%	392
2025 Q2	$1.71M	Sell	22,180 -73	-0.3%	-$5.7K	0.01%	388
2025 Q1	$1.79M	Buy	22,253 +1,091	+5%	+$86.4K	0.01%	363
2024 Q4	$1.56M	Buy	21,162 +2,436	+13%	+$191K	0.01%	383
2024 Q3	$1.46M	Buy	18,726 +4,327	+30%	+$374K	0.01%	408
2024 Q2	$1.26M	Buy	14,399 +1,456	+11%	+$127K	0.01%	417
2024 Q1	$1.12M	Buy	12,943 +1,273	+11%	+$111K	0.01%	449
2023 Q4	$992K	Buy	11,670 +747	+7%	+$57.7K	0.01%	486
2023 Q3	$829K	Sell	10,923 -1,547	-12%	-$127K	0.01%	508
2023 Q2	$985K	Buy	12,470 +2,457	+25%	+$184K	0.01%	498
2023 Q1	$724K	Buy	10,013 +833	+9%	+$55.3K	0.01%	526
2022 Q4	$539K	Buy	9,180 +471	+5%	+$28.2K	﹤0.01%	577
2022 Q3	$536K	Buy	8,709 +2,593	+42%	+$187K	0.01%	579
2022 Q2	$411K	Buy	+6,116	New	+$389K	﹤0.01%	647

Other funds holding OTTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return