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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
Q2 		$1.3K Buy
44
+12
+38% +$347 ﹤0.01% 4413
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

IFP Advisors's ATLO Position: Q2 2026 in Review

IFP Advisors increased its AMES National (ATLO) stake by 38% in Q2 2026, buying an estimated $347 and bringing the position to 44 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4413.

IFP Advisors first reported a position in ATLO in Q4 2024 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

  • IFP Advisors held 44 shares of AMES National worth $1.3K as of Q2 2026.
  • IFP Advisors bought 12 AMES National shares in Q2 2026, an estimated $347.
  • AMES National made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4413 holding.
  • IFP Advisors first reported a position in AMES National in Q4 2024 and has held it in 6 quarters since.
  • 12 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.