BHPW
ATFV icon

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
Q2 		$331K Sell
8,003
-25
-0.3% -$949 0.06% 187
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.17B AUM 1.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Beverly Hills Private Wealth's ATFV Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Alger 35 ETF (ATFV) stake by 0.31% in Q2 2026, selling an estimated $949 and leaving 8,003 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #187.

Beverly Hills Private Wealth first reported a position in ATFV in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • Beverly Hills Private Wealth held 8,003 shares of Alger 35 ETF worth $331K as of Q2 2026.
  • Beverly Hills Private Wealth sold 25 Alger 35 ETF shares in Q2 2026, an estimated $949.
  • Alger 35 ETF made up 0.06% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #187 holding.
  • Beverly Hills Private Wealth first reported a position in Alger 35 ETF in Q3 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.