PlanVest Financial
ATCL icon

PlanVest Financial’s REX Autocallable Income ETF ATCL Stock Holding History

PlanVest Financial’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 		$34.4K Buy
1,413
+47
+3% +$1.16K 0.02% 276
2026
Q2 		$33.9K Buy
+1,366
New +$34.1K 0.02% 275

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
DI
Disciplined Investments Tulsa, Oklahoma $313M AUM 18.16% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Arete Wealth Advisors
Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

PlanVest Financial's ATCL Position: Q3 2026 in Review

PlanVest Financial increased its REX Autocallable Income ETF (ATCL) stake by 3.4% in Q3 2026, buying an estimated $1.16K and bringing the position to 1,413 shares worth $34.4K. The position accounts for 0.02% of the portfolio, ranked #276.

PlanVest Financial first reported a position in ATCL in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold ATCL as of Q3 2026.

  • PlanVest Financial held 1,413 shares of REX Autocallable Income ETF worth $34.4K as of Q3 2026.
  • PlanVest Financial bought 47 REX Autocallable Income ETF shares in Q3 2026, an estimated $1.16K.
  • REX Autocallable Income ETF made up 0.02% of PlanVest Financial's portfolio in Q3 2026, its #276 holding.
  • PlanVest Financial first reported a position in REX Autocallable Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held REX Autocallable Income ETF as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.