Curated Wealth Partners’s AMES National ATLO Stock Holding History

Curated Wealth Partners’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	$236K	Buy	+240,000	New	+$6.94M	0.03%	468

Other funds holding ATLO

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

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

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Curated Wealth Partners's ATLO Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in AMES National (ATLO) in Q2 2026: 240,000 shares worth $236K. The stake represents 0.03% of the portfolio and ranks #468 among its holdings.

12 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

Curated Wealth Partners held 240,000 shares of AMES National worth $236K as of Q2 2026.
AMES National was a new Curated Wealth Partners position in Q2 2026.
AMES National made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #468 holding.
12 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.