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

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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 Raleigh, North Carolina $1.62B AUM 27.01% 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.

13 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.
13 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.