Commonwealth Equity Services
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Commonwealth Equity Services’s Alger 35 ETF ATFV Stock Holding History

Commonwealth Equity 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
Q1 		$474K Buy
15,101
+1,327
+10% +$44.8K ﹤0.01% 3255
2025
Q4 		$480K Buy
13,774
+4,365
+46% +$153K ﹤0.01% 3204
2025
Q3 		$334K Buy
9,409
+812
+9% +$25.9K ﹤0.01% 3530
2025
Q2 		$254K Buy
+8,597
New +$216K ﹤0.01% 3735

Other funds holding ATFV

MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCM
CFO Capital Management Fairfield, Connecticut $121M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Commonwealth Equity Services's ATFV Position: Q1 2026 in Review

Commonwealth Equity Services increased its Alger 35 ETF (ATFV) stake by 9.6% in Q1 2026, buying an estimated $44.8K and bringing the position to 15,101 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #3255.

Commonwealth Equity Services first reported a position in ATFV in Q2 2025 and has held it in 4 quarters since. The position peaked at $480K in Q4 2025. 28 funds tracked by Wall St. Rank hold ATFV as of Q1 2026.

  • Commonwealth Equity Services held 15,101 shares of Alger 35 ETF worth $474K as of Q1 2026.
  • Commonwealth Equity Services bought 1,327 Alger 35 ETF shares in Q1 2026, an estimated $44.8K.
  • Alger 35 ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3255 holding.
  • Commonwealth Equity Services first reported a position in Alger 35 ETF in Q2 2025 and has held it in 4 quarters since.
  • Commonwealth Equity Services's Alger 35 ETF position peaked at $480K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Alger 35 ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.