IFP Advisors’s Optex Systems OPXS Stock Holding History

IFP Advisors’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
2026 Q3	$21.2K	Hold	1,975	–	–	﹤0.01%	2922
2026 Q2	$27.7K	Sell	1,975 -1,975	-50%	-$23.2K	﹤0.01%	2757
2026 Q1	$52.2K	Hold	3,950	–	–	﹤0.01%	2216
2025 Q4	$56K	Hold	3,950	–	–	﹤0.01%	2134
2025 Q3	$50.9K	Sell	3,950 -3,950	-50%	-$47.7K	﹤0.01%	2068
2025 Q2	$90.8K	Hold	7,900	–	–	﹤0.01%	1690
2025 Q1	$44.9K	Sell	7,900 -2,500	-24%	-$15.4K	﹤0.01%	1941
2024 Q4	$71.3K	Buy	+10,400	New	+$87.2K	﹤0.01%	1649
2024 Q3	–	Sell	-590	Closed	-$4.26K	–	3410
2024 Q2	$4.26K	Buy	+590	New	+$4.45K	﹤0.01%	2618

Other funds holding OPXS

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

IFP Advisors's OPXS Position: Q3 2026 in Review

IFP Advisors held its Optex Systems (OPXS) position steady in Q3 2026 at 1,975 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2922.

IFP Advisors first reported a position in OPXS in Q2 2024 and has held it in 9 quarters since. The position peaked at $90.8K in Q2 2025. 4 funds tracked by Wall St. Rank hold OPXS as of Q3 2026.

IFP Advisors held 1,975 shares of Optex Systems worth $21.2K as of Q3 2026.
IFP Advisors left its Optex Systems share count unchanged in Q3 2026.
Optex Systems made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2922 holding.
IFP Advisors first reported a position in Optex Systems in Q2 2024 and has held it in 9 quarters since.
IFP Advisors's Optex Systems position peaked at $90.8K in Q2 2025.
4 funds tracked by Wall St. Rank held Optex Systems as of Q3 2026.

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