PF
ATCL

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
Q2 		$33.9K Buy
+1,366
New +$34.1K 0.02% 275

Other funds holding ATCL

HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
PIA
Pinion Investment Advisors Wichita, Kansas $527M AUM 24.64% 1-Year Est. Return
DI
Disciplined Investments Tulsa, Oklahoma $310M AUM 22.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
GL
Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

PlanVest Financial's ATCL Position: Q2 2026 in Review

PlanVest Financial opened a new position in REX Autocallable Income ETF (ATCL) in Q2 2026: 1,366 shares worth $33.9K. The stake represents 0.02% of the portfolio and ranks #275 among its holdings.

19 funds tracked by Wall St. Rank hold ATCL as of Q2 2026.

  • PlanVest Financial held 1,366 shares of REX Autocallable Income ETF worth $33.9K as of Q2 2026.
  • REX Autocallable Income ETF was a new PlanVest Financial position in Q2 2026.
  • REX Autocallable Income ETF made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #275 holding.
  • 19 funds tracked by Wall St. Rank held REX Autocallable Income ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.