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Sovereign Financial Group’s Ocean Power Technologies OPTT Stock Holding History

Sovereign Financial Group’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
Q2 		$4.45K Hold
17,000
– – ﹤0.01% 386
2026
Q1 		$5.95K Hold
17,000
– – ﹤0.01% 364
2025
Q4 		$5.1K Hold
17,000
– – ﹤0.01% 348
2025
Q3 		$8.56K Hold
17,000
– – ﹤0.01% 327
2025
Q2 		$8.07K Buy
17,000
+2,000
+13% +$949 ﹤0.01% 313
2025
Q1 		$6.84K Hold
15,000
– – ﹤0.01% 286
2024
Q4 		$15.3K Buy
+15,000
New +$3.76K ﹤0.01% 283

Other funds holding OPTT

SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Sovereign Financial Group's OPTT Position: Q2 2026 in Review

Sovereign Financial Group held its Ocean Power Technologies (OPTT) position steady in Q2 2026 at 17,000 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Sovereign Financial Group first reported a position in OPTT in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.3K in Q4 2024. 20 funds tracked by Wall St. Rank hold OPTT as of Q2 2026.

  • Sovereign Financial Group held 17,000 shares of Ocean Power Technologies worth $4.45K as of Q2 2026.
  • Sovereign Financial Group left its Ocean Power Technologies share count unchanged in Q2 2026.
  • Ocean Power Technologies made up ﹤0.01% of Sovereign Financial Group's portfolio in Q2 2026, its #386 holding.
  • Sovereign Financial Group first reported a position in Ocean Power Technologies in Q4 2024 and has held it in 7 quarters since.
  • Sovereign Financial Group's Ocean Power Technologies position peaked at $15.3K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.