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 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	$9.66M	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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Atticus Wealth Management's OEF Position: Q2 2026 in Review

Atticus Wealth Management reduced its iShares S&P 100 ETF (OEF) stake by 3.1% in Q2 2026, selling an estimated $322K and leaving 27,944 shares worth $10.2M. The position accounts for 2.43% of the portfolio, ranked #7.

Atticus Wealth Management first reported a position in OEF in Q4 2019 and has held it in 26 quarters since. 186 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Atticus Wealth Management held 27,944 shares of iShares S&P 100 ETF worth $10.2M as of Q2 2026.
Atticus Wealth Management sold 900 iShares S&P 100 ETF shares in Q2 2026, an estimated $322K.
iShares S&P 100 ETF made up 2.43% of Atticus Wealth Management's portfolio in Q2 2026, its #7 holding.
Atticus Wealth Management first reported a position in iShares S&P 100 ETF in Q4 2019 and has held it in 26 quarters since.
186 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.