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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
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 $6.13B AUM 23.41% 1-Year Est. Return
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

Atria Investments's ALAI Position: Q1 2026 in Review

Atria Investments reduced its Alger AI Enablers & Adopters ETF (ALAI) stake by 66% in Q1 2026, selling an estimated $654K and leaving 9,759 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Atria Investments first reported a position in ALAI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q3 2025. 69 funds tracked by Wall St. Rank hold ALAI as of Q1 2026.

  • Atria Investments held 9,759 shares of Alger AI Enablers & Adopters ETF worth $322K as of Q1 2026.
  • Atria Investments sold 18,702 Alger AI Enablers & Adopters ETF shares in Q1 2026, an estimated $654K.
  • Alger AI Enablers & Adopters ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1710 holding.
  • Atria Investments first reported a position in Alger AI Enablers & Adopters ETF in Q2 2025 and has held it in 4 quarters since.
  • Atria Investments's Alger AI Enablers & Adopters ETF position peaked at $1.13M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.