CI
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CX Institutional’s Alphatec Holdings ATEC Stock Holding History

CX Institutional’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Hold
25,080
– – 0.01% 729
2026
Q1 		$273K Sell
25,080
-1,000
-4% -$14.6K 0.01% 635
2025
Q4 		$549K Hold
26,080
– – 0.02% 395
2025
Q3 		$379K Sell
26,080
-1,000
-4% -$13.9K 0.01% 506
2025
Q2 		$301K Hold
27,080
– – 0.01% 504
2025
Q1 		$275K Buy
+27,080
New +$291K 0.01% 505
2023
Q4 		– Sell
-28,080
Closed -$364K – 526
2023
Q3 		$364K Hold
28,080
– – 0.02% 365
2023
Q2 		$505K Hold
28,080
– – 0.03% 347
2023
Q1 		$444K Buy
+28,080
New +$397K 0.02% 357
2020
Q4 		– Sell
-55,250
Closed -$367K – 858
2020
Q3 		$367K Buy
+55,250
New +$312K 0.04% 223

Other funds holding ATEC

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return