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Advisornet Financial’s Alger 35 ETF ATFV Stock Holding History

Advisornet Financial’s Portfolio ATFV Stock Details ATFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-98
Closed -$3.07K – 2281
2026
Q1 		$3.07K Sell
98
-392
-80% -$13.2K ﹤0.01% 1832
2025
Q4 		$17.1K Buy
+490
New +$17.2K ﹤0.01% 1385

Other funds holding ATFV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.17B AUM 1.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
RA
Rubicon Advisors Redding, California $137M AUM

Advisornet Financial's ATFV Position: Q2 2026 in Review

Advisornet Financial sold out of Alger 35 ETF (ATFV) in Q2 2026, closing a stake of 98 shares — an estimated $3.07K sold.

Advisornet Financial first reported a position in ATFV in Q4 2025 and held it in 2 quarters. The position peaked at $17.1K in Q4 2025. 36 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • Advisornet Financial reported no remaining Alger 35 ETF position as of Q2 2026 after selling out during the quarter.
  • Advisornet Financial sold 98 Alger 35 ETF shares in Q2 2026, an estimated $3.07K.
  • Advisornet Financial first reported a position in Alger 35 ETF in Q4 2025 and held it in 2 quarters.
  • Advisornet Financial's Alger 35 ETF position peaked at $17.1K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.