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	-396	Closed	-$3.56K	–	4172
2025 Q4	$3.56K	Sell	396 -193	-33%	-$2.6K	﹤0.01%	3880
2025 Q3	$8.9K	Buy	589 +244	+71%	+$4K	﹤0.01%	3848
2025 Q2	$4.91K	Sell	345 -10	-3%	-$142	﹤0.01%	3645
2025 Q1	$4.85K	Buy	+355	New	+$7.66K	﹤0.01%	3444
2017 Q3	–	Sell	-2	Closed	-$1K	–	3140
2017 Q2	$1K	Buy	2 +1	+100%	+$946	﹤0.01%	4471
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	4478
2016 Q4	$1K	Hold	1	–	–	﹤0.01%	4470
2016 Q3	$3K	Buy	+1	New	+$4.57K	﹤0.01%	4115
2016 Q2	–	Hold	0	–	–	–	4459
2016 Q1	–	Hold	0	–	–	–	4464

Other funds holding OPTT

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 396 shares — an estimated $3.56K sold.

Creative Planning first reported a position in OPTT in Q3 2016 and held it in 8 quarters. The position peaked at $8.9K in Q3 2025. 66 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 396 Ocean Power Technologies shares in Q1 2026, an estimated $3.56K.
Creative Planning first reported a position in Ocean Power Technologies in Q3 2016 and held it in 8 quarters.
Creative Planning's Ocean Power Technologies position peaked at $8.9K in Q3 2025.
66 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.