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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
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

MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCM
CFO Capital Management Fairfield, Connecticut $121M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Onyx Bridge Wealth Group's ATFV Position: Q1 2026 in Review

Onyx Bridge Wealth Group increased its Alger 35 ETF (ATFV) stake by 31% in Q1 2026, buying an estimated $97.4K and bringing the position to 12,320 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #253.

Onyx Bridge Wealth Group first reported a position in ATFV in Q4 2025 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold ATFV as of Q1 2026.

  • Onyx Bridge Wealth Group held 12,320 shares of Alger 35 ETF worth $386K as of Q1 2026.
  • Onyx Bridge Wealth Group bought 2,881 Alger 35 ETF shares in Q1 2026, an estimated $97.4K.
  • Alger 35 ETF made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #253 holding.
  • Onyx Bridge Wealth Group first reported a position in Alger 35 ETF in Q4 2025 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Alger 35 ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.