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Global Retirement Partners’s Alger 35 ETF ATFV Stock Holding History

Global Retirement Partners’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
2025
Q4 		$182K Buy
+5,223
New +$183K ﹤0.01% 1527

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FAM
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCM
CFO Capital Management Fairfield, Connecticut $121M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Global Retirement Partners's ATFV Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Alger 35 ETF (ATFV) in Q4 2025: 5,223 shares worth $182K. The stake represents ﹤0.01% of the portfolio and ranks #1527 among its holdings.

24 funds tracked by Wall St. Rank hold ATFV as of Q4 2025.

  • Global Retirement Partners held 5,223 shares of Alger 35 ETF worth $182K as of Q4 2025.
  • Alger 35 ETF was a new Global Retirement Partners position in Q4 2025.
  • Alger 35 ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1527 holding.
  • 24 funds tracked by Wall St. Rank held Alger 35 ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.