CreativeOne Wealth’s Otter Tail OTTR Stock Holding History

CreativeOne 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
2025 Q2	–	Sell	-2,986	Closed	-$240K	–	1163
2025 Q1	$240K	Buy	+2,986	New	+$236K	0.01%	943

Other funds holding OTTR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

CreativeOne Wealth's OTTR Position: Q2 2025 in Review

CreativeOne Wealth sold out of Otter Tail (OTTR) in Q2 2025, closing a stake of 2,986 shares — an estimated $240K sold.

CreativeOne Wealth first reported a position in OTTR in Q1 2025 and held it in 1 quarter. The position peaked at $240K in Q1 2025. 345 funds tracked by Wall St. Rank hold OTTR as of Q2 2025.

CreativeOne Wealth reported no remaining Otter Tail position as of Q2 2025 after selling out during the quarter.
CreativeOne Wealth sold 2,986 Otter Tail shares in Q2 2025, an estimated $240K.
CreativeOne Wealth first reported a position in Otter Tail in Q1 2025 and held it in 1 quarter.
CreativeOne Wealth's Otter Tail position peaked at $240K in Q1 2025.
345 funds tracked by Wall St. Rank held Otter Tail as of Q2 2025.

Based on CreativeOne Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.