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Atria Investments’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

Atria Investments’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
Q2 		$344K Sell
7,536
-2,223
-23% -$92.5K ﹤0.01% 1757
2026
Q1 		$322K Sell
9,759
-18,702
-66% -$654K ﹤0.01% 1710
2025
Q4 		$1.03M Sell
28,461
-1,782
-6% -$65.9K 0.01% 1043
2025
Q3 		$1.13M Buy
30,243
+15,674
+108% +$526K 0.01% 991
2025
Q2 		$449K Buy
+14,569
New +$380K 0.01% 1476

Other funds holding ALAI

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

Atria Investments's ALAI Position: Q2 2026 in Review

Atria Investments reduced its Alger AI Enablers & Adopters ETF (ALAI) stake by 23% in Q2 2026, selling an estimated $92.5K and leaving 7,536 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Atria Investments first reported a position in ALAI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q3 2025. 85 funds tracked by Wall St. Rank hold ALAI as of Q2 2026.

  • Atria Investments held 7,536 shares of Alger AI Enablers & Adopters ETF worth $344K as of Q2 2026.
  • Atria Investments sold 2,223 Alger AI Enablers & Adopters ETF shares in Q2 2026, an estimated $92.5K.
  • Alger AI Enablers & Adopters ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1757 holding.
  • Atria Investments first reported a position in Alger AI Enablers & Adopters ETF in Q2 2025 and has held it in 5 quarters since.
  • Atria Investments's Alger AI Enablers & Adopters ETF position peaked at $1.13M in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.