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Atomi Financial Group’s iShares S&P 100 ETF OEF Stock Holding History

Atomi Financial Group’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$588K Buy
1,848
+60
+3% +$20.1K 0.02% 654
2025
Q4 		$613K Sell
1,788
-135
-7% -$45.9K 0.02% 602
2025
Q3 		$640K Buy
1,923
+1,127
+142% +$358K 0.02% 543
2025
Q2 		$242K Sell
796
-1
-0.1% -$279 0.01% 935
2025
Q1 		$216K Sell
797
-11
-1% -$3.16K 0.01% 940
2024
Q4 		$233K Buy
+808
New +$231K 0.01% 844

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Atomi Financial Group increased its iShares S&P 100 ETF (OEF) stake by 3.4% in Q1 2026, buying an estimated $20.1K and bringing the position to 1,848 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #654.

Atomi Financial Group first reported a position in OEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $640K in Q3 2025. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

  • Atomi Financial Group held 1,848 shares of iShares S&P 100 ETF worth $588K as of Q1 2026.
  • Atomi Financial Group bought 60 iShares S&P 100 ETF shares in Q1 2026, an estimated $20.1K.
  • iShares S&P 100 ETF made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #654 holding.
  • Atomi Financial Group first reported a position in iShares S&P 100 ETF in Q4 2024 and has held it in 6 quarters since.
  • Atomi Financial Group's iShares S&P 100 ETF position peaked at $640K in Q3 2025.
  • 1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

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