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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 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
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
RA
Rubicon Advisors Redding, California $137M AUM

Onyx Bridge Wealth Group's ATFV Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Alger 35 ETF (ATFV) stake by 25% in Q2 2026, buying an estimated $118K and bringing the position to 15,415 shares worth $638K. The position accounts for 0.06% of the portfolio, ranked #206.

Onyx Bridge Wealth Group first reported a position in ATFV in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • Onyx Bridge Wealth Group held 15,415 shares of Alger 35 ETF worth $638K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 3,095 Alger 35 ETF shares in Q2 2026, an estimated $118K.
  • Alger 35 ETF made up 0.06% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #206 holding.
  • Onyx Bridge Wealth Group first reported a position in Alger 35 ETF in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.