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CNEQ icon

&Partners’s Alger Concentrated Equity ETF CNEQ Stock Holding History

&Partners’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
Q1 		$2.7M Buy
86,866
+63,276
+268% +$2.11M 0.01% 774
2025
Q4 		$811K Buy
+23,590
New +$821K ﹤0.01% 1336

Other funds holding CNEQ

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

&Partners's CNEQ Position: Q1 2026 in Review

&Partners increased its Alger Concentrated Equity ETF (CNEQ) stake by 268% in Q1 2026, buying an estimated $2.11M and bringing the position to 86,866 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #774.

&Partners first reported a position in CNEQ in Q4 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold CNEQ as of Q1 2026.

  • &Partners held 86,866 shares of Alger Concentrated Equity ETF worth $2.7M as of Q1 2026.
  • &Partners bought 63,276 Alger Concentrated Equity ETF shares in Q1 2026, an estimated $2.11M.
  • Alger Concentrated Equity ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #774 holding.
  • &Partners first reported a position in Alger Concentrated Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.