Position in OPLN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$701
-$202 QoQ
Shares Held
17
-45.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#335
of 349 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OPLN Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $117,921 across 11 Auto & Truck Dealerships names. OPLN ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VVV |
Valvoline Inc
|
1,264 | $49,978 | |
| 2 | RUSHA |
Rush Enterprises Inc \Tx\
|
291 | $21,240 | |
| 3 | CVNA |
Carvana Co.
|
239 | $15,730 | |
| 4 | GPI |
Group 1 Automotive Inc
|
45 | $13,102 | |
| 5 | PAG |
Penske Automotive Group, Inc.
|
71 | $12,705 | |
| 6 | CARG |
CarGurus, Inc.
|
52 | $1,772 | |
| 7 | SAH |
Sonic Automotive Inc
|
17 | $1,441 | |
| 8 | OPLN |
OPENLANE, Inc.
This page
|
17 | $701 |
All Filings in OPLN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $701 | 17 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $903 | 31 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $923 | 31 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $892 | 31 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $757 | 31 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||