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 Q3	$299K	Sell	7,356 -647	-8%	-$25.5K	0.05%	205
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $719M AUM 15.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Rubicon Advisors Redding, California $144M AUM 19.21% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Beverly Hills Private Wealth's ATFV Position: Q3 2026 in Review

Beverly Hills Private Wealth reduced its Alger 35 ETF (ATFV) stake by 8.1% in Q3 2026, selling an estimated $25.5K and leaving 7,356 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #205.

Beverly Hills Private Wealth first reported a position in ATFV in Q3 2025 and has held it in 5 quarters since. The position peaked at $331K in Q2 2026. 28 funds tracked by Wall St. Rank hold ATFV as of Q3 2026.

Beverly Hills Private Wealth held 7,356 shares of Alger 35 ETF worth $299K as of Q3 2026.
Beverly Hills Private Wealth sold 647 Alger 35 ETF shares in Q3 2026, an estimated $25.5K.
Alger 35 ETF made up 0.05% of Beverly Hills Private Wealth's portfolio in Q3 2026, its #205 holding.
Beverly Hills Private Wealth first reported a position in Alger 35 ETF in Q3 2025 and has held it in 5 quarters since.
Beverly Hills Private Wealth's Alger 35 ETF position peaked at $331K in Q2 2026.
28 funds tracked by Wall St. Rank held Alger 35 ETF as of Q3 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.