True Wealth Design’s Odyssey Marine Exploration OMEX Stock Holding History

True Wealth Design’s Portfolio OMEX Stock Details OMEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-42	Closed	-$36	–	2825
2026 Q1	$36	Hold	42	–	–	﹤0.01%	2589
2025 Q4	$83	Buy	+42	New	+$97	﹤0.01%	2365

Other funds holding OMEX

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's OMEX Position: Q2 2026 in Review

True Wealth Design sold out of Odyssey Marine Exploration (OMEX) in Q2 2026, closing a stake of 42 shares — an estimated $36 sold.

True Wealth Design first reported a position in OMEX in Q4 2025 and held it in 2 quarters. The position peaked at $83 in Q4 2025. 5 funds tracked by Wall St. Rank hold OMEX as of Q2 2026.

True Wealth Design reported no remaining Odyssey Marine Exploration position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 42 Odyssey Marine Exploration shares in Q2 2026, an estimated $36.
True Wealth Design first reported a position in Odyssey Marine Exploration in Q4 2025 and held it in 2 quarters.
True Wealth Design's Odyssey Marine Exploration position peaked at $83 in Q4 2025.
5 funds tracked by Wall St. Rank held Odyssey Marine Exploration as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.