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Evernest Financial Advisors’s Optex Systems OPXS Stock Holding History

Evernest Financial Advisors’s Portfolio OPXS Stock Details OPXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26,300
Closed -$180K – 166
2024
Q4 		$180K Buy
+26,300
New +$221K 0.05% 157

Other funds holding OPXS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FW
FullCircle Wealth Dallas, Texas $284M AUM 15.13% 1-Year Est. Return

Evernest Financial Advisors's OPXS Position: Q1 2025 in Review

Evernest Financial Advisors sold out of Optex Systems (OPXS) in Q1 2025, closing a stake of 26,300 shares — an estimated $180K sold.

Evernest Financial Advisors first reported a position in OPXS in Q4 2024 and held it in 1 quarter. The position peaked at $180K in Q4 2024. 25 funds tracked by Wall St. Rank hold OPXS as of Q1 2025.

  • Evernest Financial Advisors reported no remaining Optex Systems position as of Q1 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 26,300 Optex Systems shares in Q1 2025, an estimated $180K.
  • Evernest Financial Advisors first reported a position in Optex Systems in Q4 2024 and held it in 1 quarter.
  • Evernest Financial Advisors's Optex Systems position peaked at $180K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held Optex Systems as of Q1 2025.

Based on Evernest Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.