GA
ALAI icon

Goldstein Advisors’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

Goldstein Advisors’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 		$29.1M Sell
638,243
-43,741
-6% -$1.82M 2.66% 9
2026
Q1 		$22.5M Buy
681,984
+73,337
+12% +$2.57M 2.5% 12
2025
Q4 		$22M Buy
608,647
+14,137
+2% +$523K 2.5% 12
2025
Q3 		$22.3M Buy
+594,510
New +$20M 2.71% 10

Other funds holding ALAI

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $168M AUM

Goldstein Advisors's ALAI Position: Q2 2026 in Review

Goldstein Advisors reduced its Alger AI Enablers & Adopters ETF (ALAI) stake by 6.4% in Q2 2026, selling an estimated $1.82M and leaving 638,243 shares worth $29.1M. The position accounts for 2.66% of the portfolio, ranked #9.

Goldstein Advisors first reported a position in ALAI in Q3 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold ALAI as of Q2 2026.

  • Goldstein Advisors held 638,243 shares of Alger AI Enablers & Adopters ETF worth $29.1M as of Q2 2026.
  • Goldstein Advisors sold 43,741 Alger AI Enablers & Adopters ETF shares in Q2 2026, an estimated $1.82M.
  • Alger AI Enablers & Adopters ETF made up 2.66% of Goldstein Advisors's portfolio in Q2 2026, its #9 holding.
  • Goldstein Advisors first reported a position in Alger AI Enablers & Adopters ETF in Q3 2025 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.