VWA
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Valued Wealth Advisors’s Owlet OWLT Stock Holding History

Valued Wealth Advisors’s Portfolio OWLT Stock Details OWLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,000
Closed -$10.3K – 931
2026
Q1 		$10.3K Hold
2,000
– – ﹤0.01% 286
2025
Q4 		$32.4K Hold
2,000
– – 0.01% 123
2025
Q3 		$16.9K Buy
+2,000
New +$15.8K 0.01% 168

Other funds holding OWLT

PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Valued Wealth Advisors's OWLT Position: Q2 2026 in Review

Valued Wealth Advisors sold out of Owlet (OWLT) in Q2 2026, closing a stake of 2,000 shares — an estimated $10.3K sold.

Valued Wealth Advisors first reported a position in OWLT in Q3 2025 and held it in 3 quarters. The position peaked at $32.4K in Q4 2025. 5 funds tracked by Wall St. Rank hold OWLT as of Q2 2026.

  • Valued Wealth Advisors reported no remaining Owlet position as of Q2 2026 after selling out during the quarter.
  • Valued Wealth Advisors sold 2,000 Owlet shares in Q2 2026, an estimated $10.3K.
  • Valued Wealth Advisors first reported a position in Owlet in Q3 2025 and held it in 3 quarters.
  • Valued Wealth Advisors's Owlet position peaked at $32.4K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Owlet as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.