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 Q3	$1.22K	Hold	39	–	–	﹤0.01%	1871
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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

True Wealth Design's ATLO Position: Q3 2026 in Review

True Wealth Design held its AMES National (ATLO) position steady in Q3 2026 at 39 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

True Wealth Design first reported a position in ATLO in Q4 2024 and has held it in 8 quarters since. 9 funds tracked by Wall St. Rank hold ATLO as of Q3 2026.

True Wealth Design held 39 shares of AMES National worth $1.22K as of Q3 2026.
True Wealth Design left its AMES National share count unchanged in Q3 2026.
AMES National made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1871 holding.
True Wealth Design first reported a position in AMES National in Q4 2024 and has held it in 8 quarters since.
9 funds tracked by Wall St. Rank held AMES National as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.