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Clearstead Advisors’s AMES National ATLO Stock Holding History

Clearstead Advisors’s Portfolio ATLO Stock Details ATLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60 Buy
+2
New +$58 ﹤0.01% 3450
2025
Q4 		– Sell
-27
Closed -$546 – 2782
2025
Q3 		$546 Buy
27
+9
+50% +$173 ﹤0.01% 2724
2025
Q2 		$321 Buy
+18
New +$313 ﹤0.01% 2536

Other funds holding ATLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $131M AUM

Clearstead Advisors's ATLO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in AMES National (ATLO) in Q2 2026: 2 shares worth $60. The stake represents ﹤0.01% of the portfolio and ranks #3450 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ATLO as recently as Q3 2025.

Clearstead Advisors first reported a position in ATLO in Q2 2025 and has held it in 3 quarters since. The position peaked at $546 in Q3 2025. 32 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

  • Clearstead Advisors held 2 shares of AMES National worth $60 as of Q2 2026.
  • AMES National was a new Clearstead Advisors position in Q2 2026.
  • AMES National made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3450 holding.
  • Clearstead Advisors first reported a position in AMES National in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's AMES National position peaked at $546 in Q3 2025.
  • 32 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.