MN Wealth Advisors
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MN Wealth Advisors’s Ocean Power Technologies OPTT Stock Holding History

MN Wealth 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 		– Sell
-333
Closed -$2.62K – 147
2026
Q2 		$2.62K Sell
333
-567
-63% -$5.77K ﹤0.01% 134
2026
Q1 		$9.45K Buy
+900
New +$11.6K ﹤0.01% 124

Other funds holding OPTT

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Morton Brown Family Wealth
Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

MN Wealth Advisors's OPTT Position: Q3 2026 in Review

MN Wealth Advisors sold out of Ocean Power Technologies (OPTT) in Q3 2026, closing a stake of 333 shares — an estimated $2.62K sold.

MN Wealth Advisors first reported a position in OPTT in Q1 2026 and held it in 2 quarters. The position peaked at $9.45K in Q1 2026. 20 funds tracked by Wall St. Rank hold OPTT as of Q3 2026.

  • MN Wealth Advisors reported no remaining Ocean Power Technologies position as of Q3 2026 after selling out during the quarter.
  • MN Wealth Advisors sold 333 Ocean Power Technologies shares in Q3 2026, an estimated $2.62K.
  • MN Wealth Advisors first reported a position in Ocean Power Technologies in Q1 2026 and held it in 2 quarters.
  • MN Wealth Advisors's Ocean Power Technologies position peaked at $9.45K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.