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CFO Capital Management’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

CFO Capital Management’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 		$1.16M Buy
35,036
+1,285
+4% +$45K 0.95% 30
2025
Q4 		$1.22M Buy
+33,751
New +$1.25M 0.91% 29

Other funds holding ALAI

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $6.33B AUM 25.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $424B AUM 22.96% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $168M AUM

CFO Capital Management's ALAI Position: Q1 2026 in Review

CFO Capital Management increased its Alger AI Enablers & Adopters ETF (ALAI) stake by 3.8% in Q1 2026, buying an estimated $45K and bringing the position to 35,036 shares worth $1.16M. The position accounts for 0.95% of the portfolio, ranked #30.

CFO Capital Management first reported a position in ALAI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.22M in Q4 2025. 69 funds tracked by Wall St. Rank hold ALAI as of Q1 2026.

  • CFO Capital Management held 35,036 shares of Alger AI Enablers & Adopters ETF worth $1.16M as of Q1 2026.
  • CFO Capital Management bought 1,285 Alger AI Enablers & Adopters ETF shares in Q1 2026, an estimated $45K.
  • Alger AI Enablers & Adopters ETF made up 0.95% of CFO Capital Management's portfolio in Q1 2026, its #30 holding.
  • CFO Capital Management first reported a position in Alger AI Enablers & Adopters ETF in Q4 2025 and has held it in 2 quarters since.
  • CFO Capital Management's Alger AI Enablers & Adopters ETF position peaked at $1.22M in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.