True Wealth Design’s AMES National ATLO Stock Holding History

True Wealth Design’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	$1.16K	Sell	39 -2	-5%	-$58	﹤0.01%	1925
2026 Q1	$1.16K	Hold	41	–	–	﹤0.01%	1753
2025 Q4	$942	Hold	41	–	–	﹤0.01%	1729
2025 Q3	$830	Buy	41 +6	+17%	+$115	﹤0.01%	1817
2025 Q2	$624	Sell	35 -18	-34%	-$313	﹤0.01%	1646
2025 Q1	$929	Buy	53 +20	+61%	+$358	﹤0.01%	1286
2024 Q4	$543	Buy	+33	New	+$571	﹤0.01%	1081

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

True Wealth Design's ATLO Position: Q2 2026 in Review

True Wealth Design reduced its AMES National (ATLO) stake by 4.9% in Q2 2026, selling an estimated $58 and leaving 39 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

True Wealth Design first reported a position in ATLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16K in Q1 2026. 100 funds tracked by Wall St. Rank hold ATLO as of Q2 2026.

True Wealth Design held 39 shares of AMES National worth $1.16K as of Q2 2026.
True Wealth Design sold 2 AMES National shares in Q2 2026, an estimated $58.
AMES National made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1925 holding.
True Wealth Design first reported a position in AMES National in Q4 2024 and has held it in 7 quarters since.
True Wealth Design's AMES National position peaked at $1.16K in Q1 2026.
100 funds tracked by Wall St. Rank held AMES National as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.