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Brookwood Investment Group’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

Brookwood Investment Group’s Portfolio ALAI Stock Details ALAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$618K Buy
18,697
+12,462
+200% +$436K 0.08% 241
2025
Q4 		$225K Buy
+6,235
New +$231K 0.03% 457

Other funds holding ALAI

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $141M AUM

Brookwood Investment Group's ALAI Position: Q1 2026 in Review

Brookwood Investment Group increased its Alger AI Enablers & Adopters ETF (ALAI) stake by 200% in Q1 2026, buying an estimated $436K and bringing the position to 18,697 shares worth $618K. The position accounts for 0.08% of the portfolio, ranked #241.

Brookwood Investment Group first reported a position in ALAI in Q4 2025 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold ALAI as of Q1 2026.

  • Brookwood Investment Group held 18,697 shares of Alger AI Enablers & Adopters ETF worth $618K as of Q1 2026.
  • Brookwood Investment Group bought 12,462 Alger AI Enablers & Adopters ETF shares in Q1 2026, an estimated $436K.
  • Alger AI Enablers & Adopters ETF made up 0.08% of Brookwood Investment Group's portfolio in Q1 2026, its #241 holding.
  • Brookwood Investment Group first reported a position in Alger AI Enablers & Adopters ETF in Q4 2025 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.