MJT & Associates Financial Advisory’s Otter Tail OTTR Stock Holding History

MJT & Associates Financial Advisory’s Portfolio OTTR Stock Details OTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.8K	Hold	420	–	–	0.03%	93
2026 Q1	$36.9K	Hold	420	–	–	0.03%	92
2025 Q4	$33.9K	Hold	420	–	–	0.03%	99
2025 Q3	$34.4K	Hold	420	–	–	0.03%	97
2025 Q2	$32.4K	Hold	420	–	–	0.04%	116
2025 Q1	$33.8K	Buy	+420	New	+$33.3K	0.03%	119

Other funds holding OTTR

BTC

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MJT & Associates Financial Advisory's OTTR Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Otter Tail (OTTR) position steady in Q2 2026 at 420 shares worth $37.8K. The position accounts for 0.03% of the portfolio, ranked #93.

MJT & Associates Financial Advisory first reported a position in OTTR in Q1 2025 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

MJT & Associates Financial Advisory held 420 shares of Otter Tail worth $37.8K as of Q2 2026.
MJT & Associates Financial Advisory left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up 0.03% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #93 holding.
MJT & Associates Financial Advisory first reported a position in Otter Tail in Q1 2025 and has held it in 6 quarters since.
72 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.