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 Q3	$1.06K	Buy	10,000 +9,667	+2,903%	+$47.9K	﹤0.01%	4469
2026 Q2	$2.62K	Hold	333	–	–	﹤0.01%	4114
2026 Q1	$3.5K	Hold	333	–	–	﹤0.01%	3737
2025 Q4	$3K	Hold	333	–	–	﹤0.01%	3679
2025 Q3	$5.04K	Hold	333	–	–	﹤0.01%	3246
2025 Q2	$4.75K	Hold	333	–	–	﹤0.01%	3424
2025 Q1	$4.56K	Hold	333	–	–	﹤0.01%	2878
2024 Q4	$10.2K	Hold	333	–	–	﹤0.01%	2522
2024 Q3	$1.56K	Hold	333	–	–	﹤0.01%	2985
2024 Q2	$1.96K	Buy	+333	New	+$1.9K	﹤0.01%	2820
2021 Q1	–	Sell	-333	Closed	-$38.4K	–	3160
2020 Q4	$27K	Buy	+333	New	+$22.5K	﹤0.01%	1682

Other funds holding OPTT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

IFP Advisors's OPTT Position: Q3 2026 in Review

IFP Advisors increased its Ocean Power Technologies (OPTT) stake by 2,903% in Q3 2026, buying an estimated $47.9K and bringing the position to 10,000 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #4469.

IFP Advisors first reported a position in OPTT in Q4 2020 and has held it in 11 quarters since. The position peaked at $27K in Q4 2020. 15 funds tracked by Wall St. Rank hold OPTT as of Q3 2026.

IFP Advisors held 10,000 shares of Ocean Power Technologies worth $1.06K as of Q3 2026.
IFP Advisors bought 9,667 Ocean Power Technologies shares in Q3 2026, an estimated $47.9K.
Ocean Power Technologies made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4469 holding.
IFP Advisors first reported a position in Ocean Power Technologies in Q4 2020 and has held it in 11 quarters since.
IFP Advisors's Ocean Power Technologies position peaked at $27K in Q4 2020.
15 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.