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Arkadios Wealth Advisors’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

Arkadios Wealth Advisors’s Portfolio ALAI Stock Details ALAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.2M Buy
1,155,852
+305,456
+36% +$10.7M 0.62% 24
2025
Q4 		$30.7M Buy
850,396
+133,492
+19% +$4.94M 0.6% 25
2025
Q3 		$26.9M Buy
716,904
+171,705
+31% +$5.76M 0.64% 22
2025
Q2 		$16.8M Buy
+545,199
New +$14.2M 0.5% 31

Other funds holding ALAI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $141M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Arkadios Wealth Advisors's ALAI Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Alger AI Enablers & Adopters ETF (ALAI) stake by 36% in Q1 2026, buying an estimated $10.7M and bringing the position to 1,155,852 shares worth $38.2M. The position accounts for 0.62% of the portfolio, ranked #24.

Arkadios Wealth Advisors first reported a position in ALAI in Q2 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold ALAI as of Q1 2026.

  • Arkadios Wealth Advisors held 1,155,852 shares of Alger AI Enablers & Adopters ETF worth $38.2M as of Q1 2026.
  • Arkadios Wealth Advisors bought 305,456 Alger AI Enablers & Adopters ETF shares in Q1 2026, an estimated $10.7M.
  • Alger AI Enablers & Adopters ETF made up 0.62% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #24 holding.
  • Arkadios Wealth Advisors first reported a position in Alger AI Enablers & Adopters ETF in Q2 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.