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Rex Etf Tr shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Rex Etf Tr (ATCL) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Rex Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Rex Etf Tr held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rex Etf Tr by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $511k 21k 24.82

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Managed Portfolio Ser Kens He Prem Etf (KHPI)
Managed Portfolio Ser Kens Cr Oppo Etf (KAMO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust St Str Rate Etf (FLRN)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Advanced Micro Devices (AMD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Micron Technology (MU)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Rex Etf Tr

TCG Advisory Services
KC Investment Advisors
Wealthcare Advisory Partners
Gerber
Farther Finance Advisors
Heritage Oak Wealth Advisors
CAP Partners
Maia Wealth
Box Hill Private Wealth
Private Advisor
Royal Bank of Canada
Toth Financial Advisory Corporation
UBS Group

View all funds holding Rex Etf Tr