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 Q1	$1.37M	Buy	+41,449	New	+$1.45M	0.01%	684

Other funds holding ALAI

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFS

Sunrise Financial Services Burien, Washington $141M AUM

Independent Advisor Alliance's ALAI Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Alger AI Enablers & Adopters ETF (ALAI) in Q1 2026: 41,449 shares worth $1.37M. The stake represents 0.01% of the portfolio and ranks #684 among its holdings.

69 funds tracked by Wall St. Rank hold ALAI as of Q1 2026.

Independent Advisor Alliance held 41,449 shares of Alger AI Enablers & Adopters ETF worth $1.37M as of Q1 2026.
Alger AI Enablers & Adopters ETF was a new Independent Advisor Alliance position in Q1 2026.
Alger AI Enablers & Adopters ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #684 holding.
69 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.