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Tactive Advisors’s Otter Tail OTTR Stock Holding History

Tactive Advisors’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 		– Sell
-4,050
Closed -$364K – 319
2026
Q2 		$364K Buy
+4,050
New +$358K 0.09% 191

Other funds holding OTTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Tactive Advisors's OTTR Position: Q3 2026 in Review

Tactive Advisors sold out of Otter Tail (OTTR) in Q3 2026, closing a stake of 4,050 shares — an estimated $364K sold.

Tactive Advisors first reported a position in OTTR in Q2 2026 and held it in 1 quarter. The position peaked at $364K in Q2 2026. 25 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

  • Tactive Advisors reported no remaining Otter Tail position as of Q3 2026 after selling out during the quarter.
  • Tactive Advisors sold 4,050 Otter Tail shares in Q3 2026, an estimated $364K.
  • Tactive Advisors first reported a position in Otter Tail in Q2 2026 and held it in 1 quarter.
  • Tactive Advisors's Otter Tail position peaked at $364K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.