Simplicity Wealth’s Optimum Communications Inc OPTU Stock Holding History

Simplicity Wealth’s Portfolio OPTU Stock Details OPTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.9K	Buy	+12,060	New	+$11.5K	﹤0.01%	1071

Other funds holding OPTU

MILFAM LLC Stuart, Florida $145M AUM

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

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Kaufman Rossin Wealth Miami, Florida $247M AUM 26.13% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Simplicity Wealth's OPTU Position: Q3 2026 in Review

Simplicity Wealth opened a new position in Optimum Communications Inc (OPTU) in Q3 2026: 12,060 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #1071 among its holdings.

21 funds tracked by Wall St. Rank hold OPTU as of Q3 2026.

Simplicity Wealth held 12,060 shares of Optimum Communications Inc worth $11.9K as of Q3 2026.
Optimum Communications Inc was a new Simplicity Wealth position in Q3 2026.
Optimum Communications Inc made up ﹤0.01% of Simplicity Wealth's portfolio in Q3 2026, its #1071 holding.
21 funds tracked by Wall St. Rank held Optimum Communications Inc as of Q3 2026.

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