IFP Advisors
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IFP Advisors’s AMES National ATLO Stock Holding History

IFP Advisors’s Portfolio ATLO Stock Details ATLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.13K Sell
36
-8
-18% -$248 ﹤0.01% 4454
2026
Q2 		$1.3K Buy
44
+12
+38% +$347 ﹤0.01% 4414
2026
Q1 		$903 Hold
32
– – ﹤0.01% 4245
2025
Q4 		$735 Buy
32
+19
+146% +$409 ﹤0.01% 4169
2025
Q3 		$263 Buy
+13
New +$250 ﹤0.01% 4337
2025
Q2 		– Sell
-2
Closed -$35 – 4689
2025
Q1 		$35 Hold
2
– – ﹤0.01% 4087
2024
Q4 		$33 Buy
+2
New +$35 ﹤0.01% 4354

Other funds holding ATLO

Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

IFP Advisors's ATLO Position: Q3 2026 in Review

IFP Advisors reduced its AMES National (ATLO) stake by 18% in Q3 2026, selling an estimated $248 and leaving 36 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #4454.

IFP Advisors first reported a position in ATLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3K in Q2 2026. 9 funds tracked by Wall St. Rank hold ATLO as of Q3 2026.

  • IFP Advisors held 36 shares of AMES National worth $1.13K as of Q3 2026.
  • IFP Advisors sold 8 AMES National shares in Q3 2026, an estimated $248.
  • AMES National made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4454 holding.
  • IFP Advisors first reported a position in AMES National in Q4 2024 and has held it in 7 quarters since.
  • IFP Advisors's AMES National position peaked at $1.3K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held AMES National as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.