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Arete Wealth Advisors’s Syntec Optics OPTX Stock Holding History

Arete Wealth Advisors’s Portfolio OPTX Stock Details OPTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.6M Buy
+1,896,970
New +$18.9M 0.77% 29

Other funds holding OPTX

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arete Wealth Advisors's OPTX Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in Syntec Optics (OPTX) in Q2 2026: 1,896,970 shares worth $23.6M. The stake represents 0.77% of the portfolio and ranks #29 among its holdings.

41 funds tracked by Wall St. Rank hold OPTX as of Q2 2026.

  • Arete Wealth Advisors held 1,896,970 shares of Syntec Optics worth $23.6M as of Q2 2026.
  • Syntec Optics was a new Arete Wealth Advisors position in Q2 2026.
  • Syntec Optics made up 0.77% of Arete Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • 41 funds tracked by Wall St. Rank held Syntec Optics as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.