Integrated Wealth Concepts’s AMES National ATLO Stock Holding History

Integrated Wealth Concepts’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	$6.96K	Buy	+235	New	+$6.79K	﹤0.01%	4788

Other funds holding ATLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return

Integrated Wealth Concepts's ATLO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in AMES National (ATLO) in Q2 2026: 235 shares worth $6.96K. The stake represents ﹤0.01% of the portfolio and ranks #4788 among its holdings.

100 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

Integrated Wealth Concepts held 235 shares of AMES National worth $6.96K as of Q2 2026.
AMES National was a new Integrated Wealth Concepts position in Q2 2026.
AMES National made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4788 holding.
100 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.