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Harbour Investments’s Alger 35 ETF ATFV Stock Holding History

Harbour Investments’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
2026
Q1 		$306K Buy
9,745
+1,204
+14% +$40.7K ﹤0.01% 1302
2025
Q4 		$298K Buy
8,541
+8,301
+3,459% +$291K 0.01% 1094
2025
Q3 		$8.53K Buy
+240
New +$7.67K ﹤0.01% 2762

Other funds holding ATFV

MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Harbour Investments's ATFV Position: Q1 2026 in Review

Harbour Investments increased its Alger 35 ETF (ATFV) stake by 14% in Q1 2026, buying an estimated $40.7K and bringing the position to 9,745 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Harbour Investments first reported a position in ATFV in Q3 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold ATFV as of Q1 2026.

  • Harbour Investments held 9,745 shares of Alger 35 ETF worth $306K as of Q1 2026.
  • Harbour Investments bought 1,204 Alger 35 ETF shares in Q1 2026, an estimated $40.7K.
  • Alger 35 ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1302 holding.
  • Harbour Investments first reported a position in Alger 35 ETF in Q3 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Alger 35 ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.