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Beverly Hills Private Wealth’s Alger 35 ETF ATFV Stock Holding History

Beverly Hills Private Wealth’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
Q1 		$252K Sell
8,028
-362
-4% -$12.2K 0.04% 299
2025
Q4 		$293K Sell
8,390
-685
-8% -$24K 0.05% 262
2025
Q3 		$322K Buy
+9,075
New +$290K 0.06% 252

Other funds holding ATFV

MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCM
CFO Capital Management Fairfield, Connecticut $121M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Beverly Hills Private Wealth's ATFV Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its Alger 35 ETF (ATFV) stake by 4.3% in Q1 2026, selling an estimated $12.2K and leaving 8,028 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #299.

Beverly Hills Private Wealth first reported a position in ATFV in Q3 2025 and has held it in 3 quarters since. The position peaked at $322K in Q3 2025. 28 funds tracked by Wall St. Rank hold ATFV as of Q1 2026.

  • Beverly Hills Private Wealth held 8,028 shares of Alger 35 ETF worth $252K as of Q1 2026.
  • Beverly Hills Private Wealth sold 362 Alger 35 ETF shares in Q1 2026, an estimated $12.2K.
  • Alger 35 ETF made up 0.04% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #299 holding.
  • Beverly Hills Private Wealth first reported a position in Alger 35 ETF in Q3 2025 and has held it in 3 quarters since.
  • Beverly Hills Private Wealth's Alger 35 ETF position peaked at $322K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Alger 35 ETF as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.