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Independent Advisor Alliance’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

Independent Advisor Alliance’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 		– Sell
-41,449
Closed -$1.37M – 1656
2026
Q1 		$1.37M Buy
+41,449
New +$1.45M 0.01% 684

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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 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

Independent Advisor Alliance's ALAI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Alger AI Enablers & Adopters ETF (ALAI) in Q2 2026, closing a stake of 41,449 shares — an estimated $1.37M sold.

Independent Advisor Alliance first reported a position in ALAI in Q1 2026 and held it in 1 quarter. The position peaked at $1.37M in Q1 2026. 85 funds tracked by Wall St. Rank hold ALAI as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Alger AI Enablers & Adopters ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 41,449 Alger AI Enablers & Adopters ETF shares in Q2 2026, an estimated $1.37M.
  • Independent Advisor Alliance first reported a position in Alger AI Enablers & Adopters ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Alger AI Enablers & Adopters ETF position peaked at $1.37M in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.