True Wealth Design’s OppFi OPFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-18	Closed	-$139	–	2827
2026 Q1	$139	Sell	18 -6	-25%	-$55	﹤0.01%	2404
2025 Q4	$252	Hold	24	–	–	﹤0.01%	2168
2025 Q3	$272	Hold	24	–	–	﹤0.01%	2224
2025 Q2	$336	Buy	24 +18	+300%	+$202	﹤0.01%	1885
2025 Q1	$56	Buy	+6	New	+$67	﹤0.01%	2355

Other funds holding OPFI

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

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

True Wealth Design sold out of OppFi (OPFI) in Q2 2026, closing a stake of 18 shares — an estimated $139 sold.

True Wealth Design first reported a position in OPFI in Q1 2025 and held it in 5 quarters. The position peaked at $336 in Q2 2025. 23 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

True Wealth Design reported no remaining OppFi position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 18 OppFi shares in Q2 2026, an estimated $139.
True Wealth Design first reported a position in OppFi in Q1 2025 and held it in 5 quarters.
True Wealth Design's OppFi position peaked at $336 in Q2 2025.
23 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

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