Onyx Bridge Wealth Group
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Onyx Bridge Wealth Group’s Alger 35 ETF ATFV Stock Holding History

Onyx Bridge Wealth Group’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
Q3 		$680K Buy
16,720
+1,305
+8% +$51.4K 0.06% 202
2026
Q2 		$638K Buy
15,415
+3,095
+25% +$118K 0.06% 206
2026
Q1 		$386K Buy
12,320
+2,881
+31% +$97.4K 0.04% 253
2025
Q4 		$329K Buy
+9,439
New +$331K 0.04% 274

Other funds holding ATFV

IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Mountain Capital Investment Advisors
Mountain Capital Investment Advisors Westminster, Colorado $719M AUM 15.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
Rubicon Advisors
Rubicon Advisors Redding, California $144M AUM 19.21% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Onyx Bridge Wealth Group increased its Alger 35 ETF (ATFV) stake by 8.5% in Q3 2026, buying an estimated $51.4K and bringing the position to 16,720 shares worth $680K. The position accounts for 0.06% of the portfolio, ranked #202.

Onyx Bridge Wealth Group first reported a position in ATFV in Q4 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold ATFV as of Q3 2026.

  • Onyx Bridge Wealth Group held 16,720 shares of Alger 35 ETF worth $680K as of Q3 2026.
  • Onyx Bridge Wealth Group bought 1,305 Alger 35 ETF shares in Q3 2026, an estimated $51.4K.
  • Alger 35 ETF made up 0.06% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #202 holding.
  • Onyx Bridge Wealth Group first reported a position in Alger 35 ETF in Q4 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held Alger 35 ETF as of Q3 2026.

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