Atlas Brown’s Otter Tail OTTR Stock Holding History

Atlas Brown’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 Q2	$314K	Hold	3,491	–	–	0.08%	192
2026 Q1	$306K	Hold	3,491	–	–	0.09%	179
2025 Q4	$282K	Hold	3,491	–	–	0.08%	190
2025 Q3	$286K	Hold	3,491	–	–	0.08%	186
2025 Q2	$269K	Hold	3,491	–	–	0.09%	186
2025 Q1	$281K	Hold	3,491	–	–	0.1%	172
2024 Q4	$258K	Hold	3,491	–	–	0.09%	182
2024 Q3	$273K	Hold	3,491	–	–	0.09%	177
2024 Q2	$306K	Hold	3,491	–	–	0.11%	163
2024 Q1	$302K	Hold	3,491	–	–	0.11%	160
2023 Q4	$297K	Hold	3,491	–	–	0.12%	146
2023 Q3	$265K	Buy	+3,491	New	+$287K	0.12%	150

Other funds holding OTTR

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return