Sound Income Strategies’s Otter Tail OTTR Stock Holding History

Sound Income Strategies’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	–	Sell	-286	Closed	-$25.3K	–	1796
2026 Q1	$25.3K	Buy	286 +204	+249%	+$17.6K	﹤0.01%	1092
2025 Q4	$7.16K	Buy	+82	New	+$6.64K	﹤0.01%	1650
2023 Q2	–	Sell	-500	Closed	-$36.1K	–	1152
2023 Q1	$36.1K	Hold	500	–	–	﹤0.01%	320
2022 Q4	$29.4K	Hold	500	–	–	﹤0.01%	336
2022 Q3	$31K	Hold	500	–	–	﹤0.01%	293
2022 Q2	$34K	Hold	500	–	–	﹤0.01%	273
2022 Q1	$31K	Hold	500	–	–	﹤0.01%	295
2021 Q4	$36K	Hold	500	–	–	﹤0.01%	275
2021 Q3	$28K	Hold	500	–	–	﹤0.01%	296
2021 Q2	$24K	Hold	500	–	–	﹤0.01%	317
2021 Q1	$23.1K	Hold	500	–	–	﹤0.01%	336
2020 Q4	$21K	Hold	500	–	–	﹤0.01%	311
2020 Q3	$18K	Hold	500	–	–	﹤0.01%	306
2020 Q2	$19K	Hold	500	–	–	0.01%	284
2020 Q1	$22K	Buy	+500	New	+$24.9K	0.01%	229

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sound Income Strategies's OTTR Position: Q2 2026 in Review

Sound Income Strategies sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 286 shares — an estimated $25.3K sold.

Sound Income Strategies first reported a position in OTTR in Q1 2020 and held it in 15 quarters. The position peaked at $36.1K in Q1 2023. 244 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Sound Income Strategies reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 286 Otter Tail shares in Q2 2026, an estimated $25.3K.
Sound Income Strategies first reported a position in Otter Tail in Q1 2020 and held it in 15 quarters.
Sound Income Strategies's Otter Tail position peaked at $36.1K in Q1 2023.
244 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.