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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
-20,000
Closed -$16.7K – 868
2026
Q1 		$16.7K Buy
+20,000
New +$34K ﹤0.01% 743

Other funds holding OMEX

LRPA
L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 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. 10 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.
  • 10 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.