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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Harvest Investment Services's AOTG Position: Q1 2026 in Review

Harvest Investment Services reduced its AOT Growth and Innovation ETF (AOTG) stake by 0.19% in Q1 2026, selling an estimated $2.07K and leaving 20,570 shares worth $980K. The position accounts for 0.18% of the portfolio, ranked #124.

Harvest Investment Services first reported a position in AOTG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q4 2025. 6 funds tracked by Wall St. Rank hold AOTG as of Q1 2026.

  • Harvest Investment Services held 20,570 shares of AOT Growth and Innovation ETF worth $980K as of Q1 2026.
  • Harvest Investment Services sold 40 AOT Growth and Innovation ETF shares in Q1 2026, an estimated $2.07K.
  • AOT Growth and Innovation ETF made up 0.18% of Harvest Investment Services's portfolio in Q1 2026, its #124 holding.
  • Harvest Investment Services first reported a position in AOT Growth and Innovation ETF in Q3 2025 and has held it in 3 quarters since.
  • Harvest Investment Services's AOT Growth and Innovation ETF position peaked at $1.15M in Q4 2025.
  • 6 funds tracked by Wall St. Rank held AOT Growth and Innovation ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.