Creative Planning’s Ocean Power Technologies OPTT Stock Holding History

Creative Planning’s Portfolio OPTT Stock Details OPTT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-11,866	Closed	-$3.56K	–	4172
2025 Q4	$3.56K	Sell	11,866 -5,806	-33%	-$2.61K	﹤0.01%	3880
2025 Q3	$8.9K	Buy	17,672 +7,330	+71%	+$4.01K	﹤0.01%	3848
2025 Q2	$4.91K	Sell	10,342 -300	-3%	-$142	﹤0.01%	3645
2025 Q1	$4.85K	Buy	+10,642	New	+$7.65K	﹤0.01%	3444
2017 Q3	–	Sell	-48	Closed	-$1K	–	3140
2017 Q2	$1K	Buy	48 +27	+129%	+$852	﹤0.01%	4471
2017 Q1	$1K	Buy	21 +1	+5%	+$52	﹤0.01%	4478
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	4470
2016 Q3	$3K	Buy	20 +17	+567%	+$2.59K	﹤0.01%	4115
2016 Q2	$0	Hold	3	–	–	﹤0.01%	4459
2016 Q1	$0	Buy	+3	New	+$109	﹤0.01%	4464

Other funds holding OPTT

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creative Planning's OPTT Position: Q1 2026 in Review

Creative Planning sold out of Ocean Power Technologies (OPTT) in Q1 2026, closing a stake of 11,866 shares — an estimated $3.56K sold.

Creative Planning first reported a position in OPTT in Q1 2016 and held it in 10 quarters. The position peaked at $8.9K in Q3 2025. 69 funds tracked by Wall St. Rank hold OPTT as of Q1 2026.

Creative Planning reported no remaining Ocean Power Technologies position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 11,866 Ocean Power Technologies shares in Q1 2026, an estimated $3.56K.
Creative Planning first reported a position in Ocean Power Technologies in Q1 2016 and held it in 10 quarters.
Creative Planning's Ocean Power Technologies position peaked at $8.9K in Q3 2025.
69 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.