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

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Pinion Investment Advisors Wichita, Kansas $527M AUM 24.64% 1-Year Est. Return

Disciplined Investments Tulsa, Oklahoma $310M AUM 22.84% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return

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

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 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.

20 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.
20 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.