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 Q3	$259K	Hold	25,080	–	–	0.01%	677
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

CX Institutional's ATEC Position: Q3 2026 in Review

CX Institutional held its Alphatec Holdings (ATEC) position steady in Q3 2026 at 25,080 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #677.

CX Institutional first reported a position in ATEC in Q3 2020 and has held it in 11 quarters since. The position peaked at $549K in Q4 2025. 22 funds tracked by Wall St. Rank hold ATEC as of Q3 2026.

CX Institutional held 25,080 shares of Alphatec Holdings worth $259K as of Q3 2026.
CX Institutional left its Alphatec Holdings share count unchanged in Q3 2026.
Alphatec Holdings made up 0.01% of CX Institutional's portfolio in Q3 2026, its #677 holding.
CX Institutional first reported a position in Alphatec Holdings in Q3 2020 and has held it in 11 quarters since.
CX Institutional's Alphatec Holdings position peaked at $549K in Q4 2025.
22 funds tracked by Wall St. Rank held Alphatec Holdings as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.