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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
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

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Proactive Wealth Strategies's ALAI Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Alger AI Enablers & Adopters ETF (ALAI) stake by 39% in Q2 2026, buying an estimated $1.31M and bringing the position to 113,128 shares worth $5.16M. The position accounts for 0.83% of the portfolio, ranked #37.

Proactive Wealth Strategies first reported a position in ALAI in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold ALAI as of Q2 2026.

  • Proactive Wealth Strategies held 113,128 shares of Alger AI Enablers & Adopters ETF worth $5.16M as of Q2 2026.
  • Proactive Wealth Strategies bought 31,470 Alger AI Enablers & Adopters ETF shares in Q2 2026, an estimated $1.31M.
  • Alger AI Enablers & Adopters ETF made up 0.83% of Proactive Wealth Strategies's portfolio in Q2 2026, its #37 holding.
  • Proactive Wealth Strategies first reported a position in Alger AI Enablers & Adopters ETF in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.