Wealth Effects
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Wealth Effects’s Ondas Inc ONDS Stock Holding History

Wealth Effects’s Portfolio ONDS Stock Details ONDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$241K Buy
+32,900
New +$259K 0.07% 211
2025
Q4 		– Sell
-182,800
Closed -$1.41M – 226
2025
Q3 		$1.41M Sell
182,800
-9,700
-5% -$40.2K 0.45% 40
2025
Q2 		$370K Sell
192,500
-9,400
-5% -$10.5K 0.14% 121
2025
Q1 		$216K Sell
201,900
-6,000
-3% -$8.99K 0.09% 175
2024
Q4 		$532K Buy
207,900
+39,400
+23% +$40.9K 0.19% 102
2024
Q3 		$130K Buy
168,500
+12,000
+8% +$9.8K 0.05% 209
2024
Q2 		$90.8K Buy
156,500
+14,000
+10% +$11.3K 0.03% 202
2024
Q1 		$138K Sell
142,500
-15,500
-10% -$20.4K 0.05% 209
2023
Q4 		$242K Buy
158,000
+6,000
+4% +$5.18K 0.09% 182
2023
Q3 		$92.6K Buy
152,000
+42,100
+38% +$46.4K 0.05% 184
2023
Q2 		$94.6K Buy
109,900
+44,000
+67% +$41.9K 0.04% 189
2023
Q1 		$71.2K Buy
65,900
+18,900
+40% +$32.9K 0.04% 191
2022
Q4 		$74.7K Sell
47,000
-5,600
-11% -$16.5K 0.04% 186
2022
Q3 		$195K Sell
52,600
-2,125
-4% -$10K 0.12% 162
2022
Q2 		$295K Hold
54,725
– – 0.18% 123
2022
Q1 		$399K Buy
54,725
+23,275
+74% +$125K 0.19% 104
2021
Q4 		$211K Buy
+31,450
New +$269K 0.09% 193

Other funds holding ONDS

RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SLT Holdings
SLT Holdings Scottsdale, Arizona $171M AUM 34.87% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Effects's ONDS Position: Q3 2026 in Review

Wealth Effects opened a new position in Ondas Inc (ONDS) in Q3 2026: 32,900 shares worth $241K. The stake represents 0.07% of the portfolio and ranks #211 among its holdings. This is a return to the name: Wealth Effects previously reported a position in ONDS as recently as Q3 2025.

Wealth Effects first reported a position in ONDS in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.41M in Q3 2025. 80 funds tracked by Wall St. Rank hold ONDS as of Q3 2026.

  • Wealth Effects held 32,900 shares of Ondas Inc worth $241K as of Q3 2026.
  • Ondas Inc was a new Wealth Effects position in Q3 2026.
  • Ondas Inc made up 0.07% of Wealth Effects's portfolio in Q3 2026, its #211 holding.
  • Wealth Effects first reported a position in Ondas Inc in Q4 2021 and has held it in 17 quarters since.
  • Wealth Effects's Ondas Inc position peaked at $1.41M in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Ondas Inc as of Q3 2026.

Based on Wealth Effects's 13F filing for Q3 2026, filed 23 Oct 2026.