AFG
GARP

Atomi Financial Group’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Atomi Financial Group’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,940
Closed -$473K – 1340
2025
Q4 		$473K Buy
+6,940
New +$467K 0.01% 712
2025
Q3 		– Sell
-14,543
Closed -$878K – 1250
2025
Q2 		$878K Buy
+14,543
New +$791K 0.03% 382

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Atomi Financial Group's GARP Position: Q1 2026 in Review

Atomi Financial Group sold out of iShares MSCI USA Quality GARP ETF (GARP) in Q1 2026, closing a stake of 6,940 shares — an estimated $473K sold.

Atomi Financial Group first reported a position in GARP in Q2 2025 and held it in 2 quarters. The position peaked at $878K in Q2 2025. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

  • Atomi Financial Group reported no remaining iShares MSCI USA Quality GARP ETF position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 6,940 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $473K.
  • Atomi Financial Group first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2025 and held it in 2 quarters.
  • Atomi Financial Group's iShares MSCI USA Quality GARP ETF position peaked at $878K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.