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Essential Investment Partners’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

Essential Investment Partners’s Portfolio ALAI Stock Details ALAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$147K Sell
3,210
-5
-0.2% -$208 0.12% 107
2026
Q1 		$106K Buy
3,215
+272
+9% +$9.52K 0.1% 109
2025
Q4 		$106K Buy
+2,943
New +$109K 0.1% 104

Other funds holding ALAI

GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Essential Investment Partners's ALAI Position: Q2 2026 in Review

Essential Investment Partners reduced its Alger AI Enablers & Adopters ETF (ALAI) stake by 0.16% in Q2 2026, selling an estimated $208 and leaving 3,210 shares worth $147K. The position accounts for 0.12% of the portfolio, ranked #107.

Essential Investment Partners first reported a position in ALAI in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold ALAI as of Q2 2026.

  • Essential Investment Partners held 3,210 shares of Alger AI Enablers & Adopters ETF worth $147K as of Q2 2026.
  • Essential Investment Partners sold 5 Alger AI Enablers & Adopters ETF shares in Q2 2026, an estimated $208.
  • Alger AI Enablers & Adopters ETF made up 0.12% of Essential Investment Partners's portfolio in Q2 2026, its #107 holding.
  • Essential Investment Partners first reported a position in Alger AI Enablers & Adopters ETF in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.