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Action Point Financial Planning’s Alger Concentrated Equity ETF CNEQ Stock Holding History

Action Point Financial Planning’s Portfolio CNEQ Stock Details CNEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101K Buy
+2,454
New +$93.4K 0.01% 597

Other funds holding CNEQ

RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Action Point Financial Planning's CNEQ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Alger Concentrated Equity ETF (CNEQ) in Q2 2026: 2,454 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #597 among its holdings.

92 funds tracked by Wall St. Rank hold CNEQ as of Q2 2026.

  • Action Point Financial Planning held 2,454 shares of Alger Concentrated Equity ETF worth $101K as of Q2 2026.
  • Alger Concentrated Equity ETF was a new Action Point Financial Planning position in Q2 2026.
  • Alger Concentrated Equity ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #597 holding.
  • 92 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.