Exchange Traded Concepts’s Otter Tail OTTR Stock Holding History

Exchange Traded Concepts’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
2026 Q2	$1.16M	Buy	12,924 +251	+2%	+$22.2K	0.01%	881
2026 Q1	$1.11M	Sell	12,673 -2,106	-14%	-$182K	0.01%	771
2025 Q4	$1.19M	Sell	14,779 -1,208	-8%	-$97.9K	0.01%	730
2025 Q3	$1.31M	Buy	+15,987	New	+$1.3M	0.01%	684
2024 Q1	–	Sell	-6,681	Closed	-$568K	–	1378
2023 Q4	$568K	Hold	6,681	–	–	0.02%	583
2023 Q3	$507K	Buy	+6,681	New	+$549K	0.01%	616

Other funds holding OTTR

BTC

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Exchange Traded Concepts's OTTR Position: Q2 2026 in Review

Exchange Traded Concepts increased its Otter Tail (OTTR) stake by 2% in Q2 2026, buying an estimated $22.2K and bringing the position to 12,924 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #881.

Exchange Traded Concepts first reported a position in OTTR in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.31M in Q3 2025. 48 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Exchange Traded Concepts held 12,924 shares of Otter Tail worth $1.16M as of Q2 2026.
Exchange Traded Concepts bought 251 Otter Tail shares in Q2 2026, an estimated $22.2K.
Otter Tail made up 0.01% of Exchange Traded Concepts's portfolio in Q2 2026, its #881 holding.
Exchange Traded Concepts first reported a position in Otter Tail in Q3 2023 and has held it in 6 quarters since.
Exchange Traded Concepts's Otter Tail position peaked at $1.31M in Q3 2025.
48 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Exchange Traded Concepts's 13F filing for Q2 2026, filed 22 Jul 2026.