Maia Wealth
ATCL icon

Maia Wealth’s REX Autocallable Income ETF ATCL Stock Holding History

Maia Wealth’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
Q3 		$408K Buy
16,783
+2,216
+15% +$54.6K 0.06% 236
2026
Q2 		$362K Buy
+14,567
New +$364K 0.05% 260

Other funds holding ATCL

HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Pinion Investment Advisors
Pinion Investment Advisors Wichita, Kansas $564M AUM 15.99% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Gerber LLC
Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
One Wealth Capital Management
One Wealth Capital Management Scottsdale, Arizona $267M AUM 13.69% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Maia Wealth's ATCL Position: Q3 2026 in Review

Maia Wealth increased its REX Autocallable Income ETF (ATCL) stake by 15% in Q3 2026, buying an estimated $54.6K and bringing the position to 16,783 shares worth $408K. The position accounts for 0.06% of the portfolio, ranked #236.

Maia Wealth first reported a position in ATCL in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold ATCL as of Q3 2026.

  • Maia Wealth held 16,783 shares of REX Autocallable Income ETF worth $408K as of Q3 2026.
  • Maia Wealth bought 2,216 REX Autocallable Income ETF shares in Q3 2026, an estimated $54.6K.
  • REX Autocallable Income ETF made up 0.06% of Maia Wealth's portfolio in Q3 2026, its #236 holding.
  • Maia Wealth first reported a position in REX Autocallable Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held REX Autocallable Income ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.