FAIM
OPXS icon

Financial Advocates Investment Management’s Optex Systems OPXS Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-11,339
Closed -$130K – 414
2025
Q2 		$130K Buy
11,339
+1,012
+10% +$7.88K 0.01% 597
2025
Q1 		$58.7K Buy
+10,327
New +$63.5K ﹤0.01% 706

Other funds holding OPXS

TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Advocates Investment Management's OPXS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Optex Systems (OPXS) in Q3 2025, closing a stake of 11,339 shares — an estimated $130K sold.

Financial Advocates Investment Management first reported a position in OPXS in Q1 2025 and held it in 2 quarters. The position peaked at $130K in Q2 2025. 38 funds tracked by Wall St. Rank hold OPXS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Optex Systems position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,339 Optex Systems shares in Q3 2025, an estimated $130K.
  • Financial Advocates Investment Management first reported a position in Optex Systems in Q1 2025 and held it in 2 quarters.
  • Financial Advocates Investment Management's Optex Systems position peaked at $130K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Optex Systems as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.