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HHM Wealth Advisors’s Alger Concentrated Equity ETF CNEQ Stock Holding History

HHM Wealth Advisors’s Portfolio CNEQ Stock Details CNEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-33
Closed -$1.14K – 923
2025
Q4 		$1.14K Buy
+33
New +$1.15K ﹤0.01% 791

Other funds holding CNEQ

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

HHM Wealth Advisors's CNEQ Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Alger Concentrated Equity ETF (CNEQ) in Q1 2026, closing a stake of 33 shares — an estimated $1.14K sold.

HHM Wealth Advisors first reported a position in CNEQ in Q4 2025 and held it in 1 quarter. The position peaked at $1.14K in Q4 2025. 63 funds tracked by Wall St. Rank hold CNEQ as of Q1 2026.

  • HHM Wealth Advisors reported no remaining Alger Concentrated Equity ETF position as of Q1 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 33 Alger Concentrated Equity ETF shares in Q1 2026, an estimated $1.14K.
  • HHM Wealth Advisors first reported a position in Alger Concentrated Equity ETF in Q4 2025 and held it in 1 quarter.
  • HHM Wealth Advisors's Alger Concentrated Equity ETF position peaked at $1.14K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.