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Harvest Investment Services’s AOT Growth and Innovation ETF AOTG Stock Holding History

Harvest Investment Services’s Portfolio AOTG Stock Details AOTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-20,570
Closed -$980K – 386
2026
Q1 		$980K Sell
20,570
-40
-0.2% -$2.07K 0.18% 124
2025
Q4 		$1.15M Buy
20,610
+610
+3% +$34.2K 0.22% 113
2025
Q3 		$1.1M Buy
+20,000
New +$1.04M 0.22% 119

Other funds holding AOTG

GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harvest Investment Services's AOTG Position: Q2 2026 in Review

Harvest Investment Services sold out of AOT Growth and Innovation ETF (AOTG) in Q2 2026, closing a stake of 20,570 shares — an estimated $980K sold.

Harvest Investment Services first reported a position in AOTG in Q3 2025 and held it in 3 quarters. The position peaked at $1.15M in Q4 2025. 5 funds tracked by Wall St. Rank hold AOTG as of Q2 2026.

  • Harvest Investment Services reported no remaining AOT Growth and Innovation ETF position as of Q2 2026 after selling out during the quarter.
  • Harvest Investment Services sold 20,570 AOT Growth and Innovation ETF shares in Q2 2026, an estimated $980K.
  • Harvest Investment Services first reported a position in AOT Growth and Innovation ETF in Q3 2025 and held it in 3 quarters.
  • Harvest Investment Services's AOT Growth and Innovation ETF position peaked at $1.15M in Q4 2025.
  • 5 funds tracked by Wall St. Rank held AOT Growth and Innovation ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.