Wealth Alliance Advisory Group’s Otter Tail OTTR Stock Holding History

Wealth Alliance Advisory Group’s Portfolio OTTR Stock Details OTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$245K	Hold	2,779	–	–	0.03%	180
2026 Q2	$250K	Hold	2,779	–	–	0.04%	178
2026 Q1	$244K	Hold	2,779	–	–	0.04%	177
2025 Q4	$225K	Hold	2,779	–	–	0.04%	181
2025 Q3	$228K	Hold	2,779	–	–	0.04%	175
2025 Q2	$214K	Hold	2,779	–	–	0.04%	177
2025 Q1	$223K	Hold	2,779	–	–	0.05%	175
2024 Q4	$205K	Hold	2,779	–	–	0.04%	178
2024 Q3	$217K	Hold	2,779	–	–	0.05%	173
2024 Q2	$243K	Hold	2,779	–	–	0.05%	161
2024 Q1	$240K	Hold	2,779	–	–	0.06%	163
2023 Q4	$236K	Hold	2,779	–	–	0.06%	159
2023 Q3	$211K	Hold	2,779	–	–	0.06%	158
2023 Q2	$219K	Hold	2,779	–	–	0.08%	148
2023 Q1	$201K	Buy	+2,779	New	+$185K	0.08%	150
2019 Q2	–	Sell	-4,800	Closed	-$243K	–	130
2019 Q1	$243K	Hold	4,800	–	–	0.16%	103
2018 Q4	$238K	Hold	4,800	–	–	0.18%	94
2018 Q3	$230K	Hold	4,800	–	–	0.12%	117
2018 Q2	$228K	Hold	4,800	–	–	0.13%	109
2018 Q1	$208K	Buy	+4,800	New	+$201K	0.12%	108

Other funds holding OTTR

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

WFL

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Wealth Alliance Advisory Group's OTTR Position: Q3 2026 in Review

Wealth Alliance Advisory Group held its Otter Tail (OTTR) position steady in Q3 2026 at 2,779 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #180.

Wealth Alliance Advisory Group first reported a position in OTTR in Q1 2018 and has held it in 20 quarters since. The position peaked at $250K in Q2 2026. 26 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

Wealth Alliance Advisory Group held 2,779 shares of Otter Tail worth $245K as of Q3 2026.
Wealth Alliance Advisory Group left its Otter Tail share count unchanged in Q3 2026.
Otter Tail made up 0.03% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #180 holding.
Wealth Alliance Advisory Group first reported a position in Otter Tail in Q1 2018 and has held it in 20 quarters since.
Wealth Alliance Advisory Group's Otter Tail position peaked at $250K in Q2 2026.
26 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.