Onyx Bridge Wealth Group’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

Onyx Bridge Wealth Group’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 Q3	$4.7M	Buy	101,127 +3	+0%	+$134	0.41%	57
2026 Q2	$4.62M	Buy	101,124 +2,031	+2%	+$84.5K	0.42%	59
2026 Q1	$3.27M	Buy	99,093 +2,425	+3%	+$84.8K	0.35%	68
2025 Q4	$3.49M	Buy	96,668 +10,228	+12%	+$378K	0.37%	66
2025 Q3	$3.24M	Buy	86,440 +5,719	+7%	+$192K	0.35%	66
2025 Q2	$2.49M	Buy	80,721 +2,012	+3%	+$52.4K	0.33%	61
2025 Q1	$1.8M	Buy	78,709 +33,837	+75%	+$887K	0.26%	73
2024 Q4	$1.18M	Buy	+44,872	New	+$1.14M	0.17%	90

Other funds holding ALAI

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Apollon Financial Mount Pleasant, South Carolina $883M AUM 18.22% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

Western Pacific Wealth Management Lake Forest, Illinois $119M AUM 20.8% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Onyx Bridge Wealth Group's ALAI Position: Q3 2026 in Review

Onyx Bridge Wealth Group increased its Alger AI Enablers & Adopters ETF (ALAI) stake by 0% in Q3 2026, buying an estimated $134 and bringing the position to 101,127 shares worth $4.7M. The position accounts for 0.41% of the portfolio, ranked #57.

Onyx Bridge Wealth Group first reported a position in ALAI in Q4 2024 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold ALAI as of Q3 2026.

Onyx Bridge Wealth Group held 101,127 shares of Alger AI Enablers & Adopters ETF worth $4.7M as of Q3 2026.
Onyx Bridge Wealth Group bought 3 Alger AI Enablers & Adopters ETF shares in Q3 2026, an estimated $134.
Alger AI Enablers & Adopters ETF made up 0.41% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #57 holding.
Onyx Bridge Wealth Group first reported a position in Alger AI Enablers & Adopters ETF in Q4 2024 and has held it in 8 quarters since.
23 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.