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
Q2 		$860K Buy
20,766
+5,665
+38% +$215K ﹤0.01% 2833
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

LPL Financial
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MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CIC
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
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Commonwealth Equity Services's ATFV Position: Q2 2026 in Review

Commonwealth Equity Services increased its Alger 35 ETF (ATFV) stake by 38% in Q2 2026, buying an estimated $215K and bringing the position to 20,766 shares worth $860K. The position accounts for ﹤0.01% of the portfolio, ranked #2833.

Commonwealth Equity Services first reported a position in ATFV in Q2 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • Commonwealth Equity Services held 20,766 shares of Alger 35 ETF worth $860K as of Q2 2026.
  • Commonwealth Equity Services bought 5,665 Alger 35 ETF shares in Q2 2026, an estimated $215K.
  • Alger 35 ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2833 holding.
  • Commonwealth Equity Services first reported a position in Alger 35 ETF in Q2 2025 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.