HOWA
ATCL

Heritage Oak Wealth Advisors’s REX Autocallable Income ETF ATCL Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio ATCL Stock Details ATCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$511K Buy
+20,591
New +$514K 0.15% 56

Other funds holding ATCL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $125M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Heritage Oak Wealth Advisors's ATCL Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in REX Autocallable Income ETF (ATCL) in Q2 2026: 20,591 shares worth $511K. The stake represents 0.15% of the portfolio and ranks #56 among its holdings.

6 funds tracked by Wall St. Rank hold ATCL as of Q2 2026.

  • Heritage Oak Wealth Advisors held 20,591 shares of REX Autocallable Income ETF worth $511K as of Q2 2026.
  • REX Autocallable Income ETF was a new Heritage Oak Wealth Advisors position in Q2 2026.
  • REX Autocallable Income ETF made up 0.15% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • 6 funds tracked by Wall St. Rank held REX Autocallable Income ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.