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Gratus Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Gratus Wealth Advisors’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 		$201K Buy
+550
New +$197K 0.03% 138

Other funds holding OEF

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 29.41% 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
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Gratus Wealth Advisors's OEF Position: Q2 2026 in Review

Gratus Wealth Advisors opened a new position in iShares S&P 100 ETF (OEF) in Q2 2026: 550 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #138 among its holdings.

456 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Gratus Wealth Advisors held 550 shares of iShares S&P 100 ETF worth $201K as of Q2 2026.
  • iShares S&P 100 ETF was a new Gratus Wealth Advisors position in Q2 2026.
  • iShares S&P 100 ETF made up 0.03% of Gratus Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • 456 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.