Toth Financial Advisory’s ATI ATI Stock Holding History

Toth Financial Advisory’s Portfolio ATI Stock Details ATI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Buy	5,609 +3,109	+124%	+$527K	0.11%	137
2026 Q1	$364K	Hold	2,500	–	–	0.04%	179
2025 Q4	$287K	Buy	+2,500	New	+$244K	0.03%	196
2024 Q1	–	Sell	-590	Closed	-$26.8K	–	724
2023 Q4	$26.8K	Hold	590	–	–	﹤0.01%	352
2023 Q3	$24.3K	Hold	590	–	–	﹤0.01%	348
2023 Q2	$26.1K	Hold	590	–	–	﹤0.01%	349
2023 Q1	$23.3K	Hold	590	–	–	﹤0.01%	364
2022 Q4	$17.6K	Buy	+590	New	+$17.3K	﹤0.01%	389

Other funds holding ATI

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return