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Financial Life Planners’s Alto Ingredients ALTO Stock Holding History

Financial Life Planners’s Portfolio ALTO Stock Details ALTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23 Hold
4
– – ﹤0.01% 337
2026
Q1 		$20 Buy
+4
New +$13 ﹤0.01% 365
2025
Q4 		– Sell
-4
Closed -$5 – 71
2025
Q3 		$5 Buy
+4
New +$4 ﹤0.01% 362
2025
Q1 		– Sell
-4
Closed -$6 – 94
2024
Q4 		$6 Buy
+4
New +$6 ﹤0.01% 407

Other funds holding ALTO

HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Financial Life Planners's ALTO Position: Q2 2026 in Review

Financial Life Planners held its Alto Ingredients (ALTO) position steady in Q2 2026 at 4 shares worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Financial Life Planners first reported a position in ALTO in Q4 2024 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold ALTO as of Q2 2026.

  • Financial Life Planners held 4 shares of Alto Ingredients worth $23 as of Q2 2026.
  • Financial Life Planners left its Alto Ingredients share count unchanged in Q2 2026.
  • Alto Ingredients made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #337 holding.
  • Financial Life Planners first reported a position in Alto Ingredients in Q4 2024 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Alto Ingredients as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.