Diversify Wealth Management
OPTT icon

Diversify Wealth Management’s Ocean Power Technologies OPTT Stock Holding History

Diversify Wealth Management’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
Q3 		– Sell
-4,000
Closed -$17.3K – 1350
2026
Q2 		$17.3K Buy
4,000
+2,014
+101% +$20.5K ﹤0.01% 1246
2026
Q1 		$20.7K Buy
+1,986
New +$25.6K ﹤0.01% 1140

Other funds holding OPTT

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SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Morton Brown Family Wealth
Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Diversify Wealth Management's OPTT Position: Q3 2026 in Review

Diversify Wealth Management sold out of Ocean Power Technologies (OPTT) in Q3 2026, closing a stake of 4,000 shares — an estimated $17.3K sold.

Diversify Wealth Management first reported a position in OPTT in Q1 2026 and held it in 2 quarters. The position peaked at $20.7K in Q1 2026. 8 funds tracked by Wall St. Rank hold OPTT as of Q3 2026.

  • Diversify Wealth Management reported no remaining Ocean Power Technologies position as of Q3 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 4,000 Ocean Power Technologies shares in Q3 2026, an estimated $17.3K.
  • Diversify Wealth Management first reported a position in Ocean Power Technologies in Q1 2026 and held it in 2 quarters.
  • Diversify Wealth Management's Ocean Power Technologies position peaked at $20.7K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.