Atticus Wealth Management
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Atticus Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Atticus Wealth Management’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
Q3 		$10.5M Sell
27,594
-350
-1% -$132K 2.33% 6
2026
Q2 		$10.2M Sell
27,944
-900
-3% -$322K 2.43% 7
2026
Q1 		$9.17M Sell
28,844
-472
-2% -$158K 2.49% 8
2025
Q4 		$10.1M Sell
29,316
-431
-1% -$146K 2.48% 7
2025
Q3 		$9.9M Sell
29,747
-1,447
-5% -$460K 2.5% 8
2025
Q2 		$9.49M Buy
31,194
+699
+2% +$195K 2.56% 7
2025
Q1 		$8.26M Sell
30,495
-2,946
-9% -$846K 2.7% 7
2024
Q4 		$9.7M Buy
33,441
+40
+0.1% +$11.4K 3% 7
2024
Q3 		$9.24M Sell
33,401
-378
-1% -$101K 2.97% 7
2024
Q2 		$8.93M Sell
33,779
-2,078
-6% -$520K 2.92% 7
2024
Q1 		$8.87M Buy
35,857
+35
+0.1% +$8.26K 2.9% 5
2023
Q4 		$8M Buy
35,822
+459
+1% +$96.5K 2.82% 7
2023
Q3 		$7.1M Buy
35,363
+563
+2% +$117K 2.72% 6
2023
Q2 		$7.21M Sell
34,800
-1,177
-3% -$229K 2.66% 6
2023
Q1 		$6.73M Sell
35,977
-1,232
-3% -$221K 2.57% 7
2022
Q4 		$6.35M Buy
+37,209
New +$6.42M 2.61% 8
2022
Q3 		– Sell
-37,223
Closed -$6.42M – 608
2022
Q2 		$6.42M Sell
37,223
-3,732
-9% -$697K 2.67% 7
2022
Q1 		$8.54M Buy
40,955
+2,851
+7% +$586K 3.12% 5
2021
Q4 		$8.35M Buy
38,104
+280
+0.7% +$59.4K 3.26% 5
2021
Q3 		$7.47M Sell
37,824
-2,215
-6% -$450K 3.28% 4
2021
Q2 		$7.86M Sell
40,039
-207
-0.5% -$39.3K 3.42% 3
2021
Q1 		$7.24M Sell
40,246
-2,308
-5% -$407K 3.45% 3
2020
Q4 		$7.3M Sell
42,554
-2,435
-5% -$398K 3.68% 5
2020
Q3 		$7.01M Sell
44,989
-691
-2% -$106K 4.18% 3
2020
Q2 		$6.51M Sell
45,680
-11,948
-21% -$1.61M 4.3% 2
2020
Q1 		$6.84M Sell
57,628
-5,234
-8% -$721K 5.51% 3
2019
Q4 		$9.06M Buy
+62,862
New +$8.63M 5.78% 2

Other funds holding OEF

Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
The Wealth Group
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Atticus Wealth Management's OEF Position: Q3 2026 in Review

Atticus Wealth Management reduced its iShares S&P 100 ETF (OEF) stake by 1.3% in Q3 2026, selling an estimated $132K and leaving 27,594 shares worth $10.5M. The position accounts for 2.33% of the portfolio, ranked #6.

Atticus Wealth Management first reported a position in OEF in Q4 2019 and has held it in 27 quarters since. 299 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

  • Atticus Wealth Management held 27,594 shares of iShares S&P 100 ETF worth $10.5M as of Q3 2026.
  • Atticus Wealth Management sold 350 iShares S&P 100 ETF shares in Q3 2026, an estimated $132K.
  • iShares S&P 100 ETF made up 2.33% of Atticus Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Atticus Wealth Management first reported a position in iShares S&P 100 ETF in Q4 2019 and has held it in 27 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.