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Bravera Wealth’s Otter Tail OTTR Stock Holding History

Bravera Wealth’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 		$438K Sell
4,873
-526
-10% -$46.5K 0.17% 59
2026
Q1 		$474K Buy
5,399
+600
+13% +$51.9K 0.21% 57
2025
Q4 		$388K Buy
+4,799
New +$389K 0.19% 59

Other funds holding OTTR

BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Bravera Wealth's OTTR Position: Q2 2026 in Review

Bravera Wealth reduced its Otter Tail (OTTR) stake by 9.7% in Q2 2026, selling an estimated $46.5K and leaving 4,873 shares worth $438K. The position accounts for 0.17% of the portfolio, ranked #59.

Bravera Wealth first reported a position in OTTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $474K in Q1 2026. 72 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Bravera Wealth held 4,873 shares of Otter Tail worth $438K as of Q2 2026.
  • Bravera Wealth sold 526 Otter Tail shares in Q2 2026, an estimated $46.5K.
  • Otter Tail made up 0.17% of Bravera Wealth's portfolio in Q2 2026, its #59 holding.
  • Bravera Wealth first reported a position in Otter Tail in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Otter Tail position peaked at $474K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.