IFP Advisors’s Ocean Power Technologies OPTT Stock Holding History

IFP Advisors’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 Q2	$2.62K	Hold	10,000	–	–	﹤0.01%	4113
2026 Q1	$3.5K	Hold	10,000	–	–	﹤0.01%	3737
2025 Q4	$3K	Hold	10,000	–	–	﹤0.01%	3679
2025 Q3	$5.04K	Hold	10,000	–	–	﹤0.01%	3246
2025 Q2	$4.75K	Hold	10,000	–	–	﹤0.01%	3424
2025 Q1	$4.56K	Hold	10,000	–	–	﹤0.01%	2878
2024 Q4	$10.2K	Hold	10,000	–	–	﹤0.01%	2522
2024 Q3	$1.56K	Hold	10,000	–	–	﹤0.01%	2985
2024 Q2	$1.96K	Buy	+10,000	New	+$1.9K	﹤0.01%	2820
2021 Q1	–	Sell	-10,000	Closed	-$38.5K	–	3160
2020 Q4	$27K	Buy	+10,000	New	+$22.5K	﹤0.01%	1682

Other funds holding OPTT

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCP

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

MBFW

Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

IFP Advisors's OPTT Position: Q2 2026 in Review

IFP Advisors held its Ocean Power Technologies (OPTT) position steady in Q2 2026 at 10,000 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #4113.

IFP Advisors first reported a position in OPTT in Q4 2020 and has held it in 10 quarters since. The position peaked at $27K in Q4 2020. 20 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

IFP Advisors held 10,000 shares of Ocean Power Technologies worth $2.62K as of Q2 2026.
IFP Advisors left its Ocean Power Technologies share count unchanged in Q2 2026.
Ocean Power Technologies made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4113 holding.
IFP Advisors first reported a position in Ocean Power Technologies in Q4 2020 and has held it in 10 quarters since.
IFP Advisors's Ocean Power Technologies position peaked at $27K in Q4 2020.
20 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.