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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
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

MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCM
CFO Capital Management Fairfield, Connecticut $121M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Advisornet Financial's ATFV Position: Q1 2026 in Review

Advisornet Financial reduced its Alger 35 ETF (ATFV) stake by 80% in Q1 2026, selling an estimated $13.2K and leaving 98 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Advisornet Financial first reported a position in ATFV in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.1K in Q4 2025. 28 funds tracked by Wall St. Rank hold ATFV as of Q1 2026.

  • Advisornet Financial held 98 shares of Alger 35 ETF worth $3.07K as of Q1 2026.
  • Advisornet Financial sold 392 Alger 35 ETF shares in Q1 2026, an estimated $13.2K.
  • Alger 35 ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1832 holding.
  • Advisornet Financial first reported a position in Alger 35 ETF in Q4 2025 and has held it in 2 quarters since.
  • Advisornet Financial's Alger 35 ETF position peaked at $17.1K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Alger 35 ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.