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Mountain Capital Investment Advisors’s Alger 35 ETF ATFV Stock Holding History

Mountain Capital Investment Advisors’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
Q2 		$43.5M Sell
1,050,207
-46,913
-4% -$1.78M 6.19% 7
2026
Q1 		$40.2M Buy
1,097,120
+38,802
+4% +$1.31M 5.97% 7
2025
Q4 		$37.1M Buy
1,058,318
+214,661
+25% +$7.53M 5.98% 6
2025
Q3 		$30M Buy
+843,657
New +$26.9M 5.28% 6

Other funds holding ATFV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.17B AUM 1.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
RA
Rubicon Advisors Redding, California $137M AUM

Mountain Capital Investment Advisors's ATFV Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its Alger 35 ETF (ATFV) stake by 4.3% in Q2 2026, selling an estimated $1.78M and leaving 1,050,207 shares worth $43.5M. The position accounts for 6.19% of the portfolio, ranked #7.

Mountain Capital Investment Advisors first reported a position in ATFV in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • Mountain Capital Investment Advisors held 1,050,207 shares of Alger 35 ETF worth $43.5M as of Q2 2026.
  • Mountain Capital Investment Advisors sold 46,913 Alger 35 ETF shares in Q2 2026, an estimated $1.78M.
  • Alger 35 ETF made up 6.19% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • Mountain Capital Investment Advisors first reported a position in Alger 35 ETF in Q3 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.