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Proactive Wealth Strategies’s Alger Concentrated Equity ETF CNEQ Stock Holding History

Proactive Wealth Strategies’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 		$2.05M Buy
49,598
+19,858
+67% +$755K 0.33% 79
2026
Q1 		$926K Buy
+29,740
New +$992K 0.17% 108

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
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
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

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

Proactive Wealth Strategies increased its Alger Concentrated Equity ETF (CNEQ) stake by 67% in Q2 2026, buying an estimated $755K and bringing the position to 49,598 shares worth $2.05M. The position accounts for 0.33% of the portfolio, ranked #79.

Proactive Wealth Strategies first reported a position in CNEQ in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold CNEQ as of Q2 2026.

  • Proactive Wealth Strategies held 49,598 shares of Alger Concentrated Equity ETF worth $2.05M as of Q2 2026.
  • Proactive Wealth Strategies bought 19,858 Alger Concentrated Equity ETF shares in Q2 2026, an estimated $755K.
  • Alger Concentrated Equity ETF made up 0.33% of Proactive Wealth Strategies's portfolio in Q2 2026, its #79 holding.
  • Proactive Wealth Strategies first reported a position in Alger Concentrated Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q2 2026.

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