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Onyx Bridge Wealth Group’s Alger Concentrated Equity ETF CNEQ Stock Holding History

Onyx Bridge Wealth Group’s Portfolio CNEQ Stock Details CNEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.7M Buy
65,537
+15,155
+30% +$577K 0.24% 83
2026
Q1 		$1.57M Buy
50,382
+8,067
+19% +$269K 0.17% 114
2025
Q4 		$1.45M Sell
42,315
-790
-2% -$27.5K 0.15% 116
2025
Q3 		$1.52M Buy
43,105
+409
+1% +$13.1K 0.16% 105
2025
Q2 		$1.27M Buy
42,696
+3,636
+9% +$92.6K 0.17% 99
2025
Q1 		$890K Buy
39,060
+7,060
+22% +$181K 0.13% 107
2024
Q4 		$828K Buy
32,000
+2,985
+10% +$74.7K 0.12% 115
2024
Q3 		$670K Buy
29,015
+12,085
+71% +$263K 0.1% 135
2024
Q2 		$376K Buy
+16,930
New +$349K 0.06% 177

Other funds holding CNEQ

RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
WA
WPG Advisers Baltimore, Maryland $170M AUM 33.45% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

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

Onyx Bridge Wealth Group increased its Alger Concentrated Equity ETF (CNEQ) stake by 30% in Q2 2026, buying an estimated $577K and bringing the position to 65,537 shares worth $2.7M. The position accounts for 0.24% of the portfolio, ranked #83.

Onyx Bridge Wealth Group first reported a position in CNEQ in Q2 2024 and has held it in 9 quarters since. 48 funds tracked by Wall St. Rank hold CNEQ as of Q2 2026.

  • Onyx Bridge Wealth Group held 65,537 shares of Alger Concentrated Equity ETF worth $2.7M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 15,155 Alger Concentrated Equity ETF shares in Q2 2026, an estimated $577K.
  • Alger Concentrated Equity ETF made up 0.24% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #83 holding.
  • Onyx Bridge Wealth Group first reported a position in Alger Concentrated Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 48 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q2 2026.

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