Proactive Wealth Strategies
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Proactive Wealth Strategies’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

Proactive Wealth Strategies’s Portfolio ALAI Stock Details ALAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.93M Buy
149,194
+36,066
+32% +$1.61M 1.07% 32
2026
Q2 		$5.16M Buy
113,128
+31,470
+39% +$1.31M 0.83% 37
2026
Q1 		$2.7M Buy
+81,658
New +$2.86M 0.51% 54

Other funds holding ALAI

IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
Sunrise Financial Services
Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Proactive Wealth Strategies's ALAI Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Alger AI Enablers & Adopters ETF (ALAI) stake by 32% in Q3 2026, buying an estimated $1.61M and bringing the position to 149,194 shares worth $6.93M. The position accounts for 1.07% of the portfolio, ranked #32.

Proactive Wealth Strategies first reported a position in ALAI in Q1 2026 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold ALAI as of Q3 2026.

  • Proactive Wealth Strategies held 149,194 shares of Alger AI Enablers & Adopters ETF worth $6.93M as of Q3 2026.
  • Proactive Wealth Strategies bought 36,066 Alger AI Enablers & Adopters ETF shares in Q3 2026, an estimated $1.61M.
  • Alger AI Enablers & Adopters ETF made up 1.07% of Proactive Wealth Strategies's portfolio in Q3 2026, its #32 holding.
  • Proactive Wealth Strategies first reported a position in Alger AI Enablers & Adopters ETF in Q1 2026 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.