JWCA
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J.W. Cole Advisors’s Ocean Power Technologies OPTT Stock Holding History

J.W. Cole 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 		$11.5K Buy
+43,735
New +$14.8K ﹤0.01% 1587
2026
Q1 		– Sell
-73,190
Closed -$21.9K – 1258
2025
Q4 		$21.9K Sell
73,190
-2,000
-3% -$899 ﹤0.01% 1435
2025
Q3 		$37.9K Sell
75,190
-100,000
-57% -$54.7K ﹤0.01% 1524
2025
Q2 		$83.2K Sell
175,190
-39,950
-19% -$19K ﹤0.01% 1416
2025
Q1 		$98.1K Buy
+215,140
New +$155K ﹤0.01% 1206

Other funds holding OPTT

SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
Cambridge Investment Research Advisors
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
SS
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
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

J.W. Cole Advisors's OPTT Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Ocean Power Technologies (OPTT) in Q2 2026: 43,735 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #1587 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in OPTT as recently as Q4 2025.

J.W. Cole Advisors first reported a position in OPTT in Q1 2025 and has held it in 5 quarters since. The position peaked at $98.1K in Q1 2025. 20 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

  • J.W. Cole Advisors held 43,735 shares of Ocean Power Technologies worth $11.5K as of Q2 2026.
  • Ocean Power Technologies was a new J.W. Cole Advisors position in Q2 2026.
  • Ocean Power Technologies made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1587 holding.
  • J.W. Cole Advisors first reported a position in Ocean Power Technologies in Q1 2025 and has held it in 5 quarters since.
  • J.W. Cole Advisors's Ocean Power Technologies position peaked at $98.1K in Q1 2025.
  • 20 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.