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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 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. 12 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.
12 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.