CreativeOne Wealth’s Office Properties Income Trust OPI Stock Holding History

CreativeOne Wealth’s Portfolio OPI Stock Details OPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-65,142	Closed	-$834	–	1241
2025 Q4	$834	Buy	65,142 +40,000	+159%	+$10K	﹤0.01%	1170
2025 Q3	$8.28K	Buy	+25,142	New	+$7.44K	﹤0.01%	1145

CreativeOne Wealth's OPI Position: Q1 2026 in Review

CreativeOne Wealth sold out of Office Properties Income Trust (OPI) in Q1 2026, closing a stake of 65,142 shares — an estimated $834 sold.

CreativeOne Wealth first reported a position in OPI in Q3 2025 and held it in 2 quarters. The position peaked at $8.28K in Q3 2025. 0 funds tracked by Wall St. Rank hold OPI as of Q1 2026.

CreativeOne Wealth reported no remaining Office Properties Income Trust position as of Q1 2026 after selling out during the quarter.
CreativeOne Wealth sold 65,142 Office Properties Income Trust shares in Q1 2026, an estimated $834.
CreativeOne Wealth first reported a position in Office Properties Income Trust in Q3 2025 and held it in 2 quarters.
CreativeOne Wealth's Office Properties Income Trust position peaked at $8.28K in Q3 2025.
0 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.