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Plante Moran Financial Advisors’s Alger Concentrated Equity ETF CNEQ Stock Holding History

Plante Moran Financial Advisors’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 		$102K Buy
+2,470
New +$94K ﹤0.01% 242

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 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

Plante Moran Financial Advisors's CNEQ Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Alger Concentrated Equity ETF (CNEQ) in Q2 2026: 2,470 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #242 among its holdings.

92 funds tracked by Wall St. Rank hold CNEQ as of Q2 2026.

  • Plante Moran Financial Advisors held 2,470 shares of Alger Concentrated Equity ETF worth $102K as of Q2 2026.
  • Alger Concentrated Equity ETF was a new Plante Moran Financial Advisors position in Q2 2026.
  • Alger Concentrated Equity ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #242 holding.
  • 92 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.