Avior Wealth Management
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Avior Wealth Management’s Alger 35 ETF ATFV Stock Holding History

Avior Wealth Management’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
Q3 		$662K Buy
16,274
+2,550
+19% +$100K 0.02% 455
2026
Q2 		$568K Sell
13,724
-345
-2% -$13.1K 0.01% 482
2026
Q1 		$441K Sell
14,069
-3,039
-18% -$103K 0.01% 561
2025
Q4 		$597K Buy
17,108
+5,288
+45% +$186K 0.02% 422
2025
Q3 		$420K Sell
11,820
-4,566
-28% -$146K 0.01% 496
2025
Q2 		$484K Buy
+16,386
New +$411K 0.02% 436
2025
Q1 		– Sell
-1,610
Closed -$40.7K – 848
2024
Q4 		$40.7K Buy
1,610
+425
+36% +$10.4K ﹤0.01% 1206
2024
Q3 		$26.4K Sell
1,185
-1,000
-46% -$21K ﹤0.01% 1317
2024
Q2 		$46.9K Buy
+2,185
New +$44.7K ﹤0.01% 1112

Other funds holding ATFV

CRI
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Avior Wealth Management's ATFV Position: Q3 2026 in Review

Avior Wealth Management increased its Alger 35 ETF (ATFV) stake by 19% in Q3 2026, buying an estimated $100K and bringing the position to 16,274 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #455.

Avior Wealth Management first reported a position in ATFV in Q2 2024 and has held it in 9 quarters since. 10 funds tracked by Wall St. Rank hold ATFV as of Q3 2026.

  • Avior Wealth Management held 16,274 shares of Alger 35 ETF worth $662K as of Q3 2026.
  • Avior Wealth Management bought 2,550 Alger 35 ETF shares in Q3 2026, an estimated $100K.
  • Alger 35 ETF made up 0.02% of Avior Wealth Management's portfolio in Q3 2026, its #455 holding.
  • Avior Wealth Management first reported a position in Alger 35 ETF in Q2 2024 and has held it in 9 quarters since.
  • 10 funds tracked by Wall St. Rank held Alger 35 ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.