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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
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

MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avior Wealth Management's ATFV Position: Q2 2026 in Review

Avior Wealth Management reduced its Alger 35 ETF (ATFV) stake by 2.5% in Q2 2026, selling an estimated $13.1K and leaving 13,724 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #482.

Avior Wealth Management first reported a position in ATFV in Q2 2024 and has held it in 8 quarters since. The position peaked at $597K in Q4 2025. 8 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • Avior Wealth Management held 13,724 shares of Alger 35 ETF worth $568K as of Q2 2026.
  • Avior Wealth Management sold 345 Alger 35 ETF shares in Q2 2026, an estimated $13.1K.
  • Alger 35 ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #482 holding.
  • Avior Wealth Management first reported a position in Alger 35 ETF in Q2 2024 and has held it in 8 quarters since.
  • Avior Wealth Management's Alger 35 ETF position peaked at $597K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.