HighTower Advisors’s OpenWorld, Inc. Common Stock OPNW Stock Holding History

HighTower Advisors’s Portfolio OPNW Stock Details OPNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-30,413	Closed	-$229K	–	4081
2025 Q2	$229K	Hold	30,413	–	–	﹤0.01%	3164
2025 Q1	$207K	Hold	30,413	–	–	﹤0.01%	3161
2024 Q4	$414K	Hold	30,413	–	–	﹤0.01%	2627
2024 Q3	$435K	Hold	30,413	–	–	﹤0.01%	2501
2024 Q2	$429K	Hold	30,413	–	–	﹤0.01%	2429
2024 Q1	$424K	Sell	30,413 -55	-0.2%	-$645	﹤0.01%	2390
2023 Q4	$342K	Buy	30,468 +19,924	+189%	+$218K	﹤0.01%	2606
2023 Q3	$124K	Buy	10,544 +634	+6%	+$7.67K	﹤0.01%	3051
2023 Q2	$137K	Buy	9,910 +1,000	+11%	+$16K	﹤0.01%	2997
2023 Q1	$171K	Buy	8,910 +7,405	+492%	+$126K	﹤0.01%	2807
2022 Q4	$18K	Hold	1,505	–	–	﹤0.01%	3139
2022 Q3	$20K	Buy	+1,505	New	+$24.1K	﹤0.01%	2973

Other funds holding OPNW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

HighTower Advisors's OPNW Position: Q3 2025 in Review

HighTower Advisors sold out of OpenWorld, Inc. Common Stock (OPNW) in Q3 2025, closing a stake of 30,413 shares — an estimated $229K sold.

HighTower Advisors first reported a position in OPNW in Q3 2022 and held it in 12 quarters. The position peaked at $435K in Q3 2024. 23 funds tracked by Wall St. Rank hold OPNW as of Q3 2025.

HighTower Advisors reported no remaining OpenWorld, Inc. Common Stock position as of Q3 2025 after selling out during the quarter.
HighTower Advisors sold 30,413 OpenWorld, Inc. Common Stock shares in Q3 2025, an estimated $229K.
HighTower Advisors first reported a position in OpenWorld, Inc. Common Stock in Q3 2022 and held it in 12 quarters.
HighTower Advisors's OpenWorld, Inc. Common Stock position peaked at $435K in Q3 2024.
23 funds tracked by Wall St. Rank held OpenWorld, Inc. Common Stock as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.