True Wealth Design’s ON24 ONTF Stock Holding History

True Wealth Design’s Portfolio ONTF Stock Details ONTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-12	Closed	-$98	–	2826
2026 Q1	$98	Buy	12 +4	+50%	+$32	﹤0.01%	2472
2025 Q4	$64	Sell	8 -6	-43%	-$34	﹤0.01%	2394
2025 Q3	$81	Buy	14 +7	+100%	+$38	﹤0.01%	2492
2025 Q2	$39	Sell	7 -47	-87%	-$241	﹤0.01%	2429
2025 Q1	$281	Buy	+54	New	+$335	﹤0.01%	1805

Other funds holding ONTF

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

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

True Wealth Design sold out of ON24 (ONTF) in Q2 2026, closing a stake of 12 shares — an estimated $98 sold.

True Wealth Design first reported a position in ONTF in Q1 2025 and held it in 5 quarters. The position peaked at $281 in Q1 2025. 1 fund tracked by Wall St. Rank holds ONTF as of Q2 2026.

True Wealth Design reported no remaining ON24 position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 12 ON24 shares in Q2 2026, an estimated $98.
True Wealth Design first reported a position in ON24 in Q1 2025 and held it in 5 quarters.
True Wealth Design's ON24 position peaked at $281 in Q1 2025.
1 fund tracked by Wall St. Rank held ON24 as of Q2 2026.

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