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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
Q2 		$718K Buy
1,963
+115
+6% +$41.2K 0.02% 617
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 $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atomi Financial Group's OEF Position: Q2 2026 in Review

Atomi Financial Group increased its iShares S&P 100 ETF (OEF) stake by 6.2% in Q2 2026, buying an estimated $41.2K and bringing the position to 1,963 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #617.

Atomi Financial Group first reported a position in OEF in Q4 2024 and has held it in 7 quarters since. 1,025 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Atomi Financial Group held 1,963 shares of iShares S&P 100 ETF worth $718K as of Q2 2026.
  • Atomi Financial Group bought 115 iShares S&P 100 ETF shares in Q2 2026, an estimated $41.2K.
  • iShares S&P 100 ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #617 holding.
  • Atomi Financial Group first reported a position in iShares S&P 100 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,025 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.