Capital Investment Advisory Services’s Alger 35 ETF ATFV Stock Holding History

Capital Investment Advisory Services’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	$222K	Buy	+5,349	New	+$203K	0.01%	677

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Cambridge Investment Research Advisors

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Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Capital Investment Advisory Services's ATFV Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in Alger 35 ETF (ATFV) in Q2 2026: 5,349 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #677 among its holdings.

13 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

Capital Investment Advisory Services held 5,349 shares of Alger 35 ETF worth $222K as of Q2 2026.
Alger 35 ETF was a new Capital Investment Advisory Services position in Q2 2026.
Alger 35 ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #677 holding.
13 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.