Valeo Financial Advisors’s Odyssey Marine Exploration OMEX Stock Holding History

Valeo Financial Advisors’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	-3,028	Closed	-$2.52K	–	869
2026 Q1	$2.52K	Sell	3,028 -27,000	-90%	-$45.9K	﹤0.01%	752
2025 Q4	$58.9K	Buy	+30,028	New	+$69.5K	﹤0.01%	803

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

Valeo Financial Advisors's OMEX Position: Q2 2026 in Review

Valeo Financial Advisors sold out of Odyssey Marine Exploration (OMEX) in Q2 2026, closing a stake of 3,028 shares — an estimated $2.52K sold.

Valeo Financial Advisors first reported a position in OMEX in Q4 2025 and held it in 2 quarters. The position peaked at $58.9K in Q4 2025. 5 funds tracked by Wall St. Rank hold OMEX as of Q2 2026.

Valeo Financial Advisors reported no remaining Odyssey Marine Exploration position as of Q2 2026 after selling out during the quarter.
Valeo Financial Advisors sold 3,028 Odyssey Marine Exploration shares in Q2 2026, an estimated $2.52K.
Valeo Financial Advisors first reported a position in Odyssey Marine Exploration in Q4 2025 and held it in 2 quarters.
Valeo Financial Advisors's Odyssey Marine Exploration position peaked at $58.9K in Q4 2025.
5 funds tracked by Wall St. Rank held Odyssey Marine Exploration as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.