Colonial River Investments’s Alger 35 ETF ATFV Stock Holding History

Colonial River Investments’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	$3.68M	Buy	+88,831	New	+$3.37M	1.05%	28

Other funds holding ATFV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

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

Rubicon Advisors Redding, California $137M AUM

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Colonial River Investments's ATFV Position: Q2 2026 in Review

Colonial River Investments opened a new position in Alger 35 ETF (ATFV) in Q2 2026: 88,831 shares worth $3.68M. The stake represents 1.05% of the portfolio and ranks #28 among its holdings.

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

Colonial River Investments held 88,831 shares of Alger 35 ETF worth $3.68M as of Q2 2026.
Alger 35 ETF was a new Colonial River Investments position in Q2 2026.
Alger 35 ETF made up 1.05% of Colonial River Investments's portfolio in Q2 2026, its #28 holding.
36 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.