Next Level Wealth Planning’s Otter Tail OTTR Stock Holding History

Next Level Wealth Planning’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 Q3	$25.4K	Buy	+289	New	+$26.2K	0.01%	241

Other funds holding OTTR

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Next Level Wealth Planning's OTTR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Otter Tail (OTTR) in Q3 2026: 289 shares worth $25.4K. The stake represents 0.01% of the portfolio and ranks #241 among its holdings.

163 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

Next Level Wealth Planning held 289 shares of Otter Tail worth $25.4K as of Q3 2026.
Otter Tail was a new Next Level Wealth Planning position in Q3 2026.
Otter Tail made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #241 holding.
163 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.