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Prospera Financial Services’s Alto Ingredients ALTO Stock Holding History

Prospera Financial Services’s Portfolio ALTO Stock Details ALTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$82.5K Hold
14,470
– – ﹤0.01% 1447
2026
Q1 		$70K Hold
14,470
– – ﹤0.01% 1395
2025
Q4 		$41.7K Buy
14,470
+400
+3% +$754 ﹤0.01% 1346
2025
Q3 		$15.2K Hold
14,070
– – ﹤0.01% 1347
2025
Q2 		$16.2K Hold
14,070
– – ﹤0.01% 1308
2025
Q1 		$16K Sell
14,070
-130
-0.9% -$201 ﹤0.01% 1163
2024
Q4 		$22.2K Sell
14,200
-500
-3% -$784 ﹤0.01% 1126
2024
Q3 		$23.7K Hold
14,700
– – ﹤0.01% 1109
2024
Q2 		$21.2K Buy
+14,700
New +$25.4K ﹤0.01% 1125

Other funds holding ALTO

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Prospera Financial Services's ALTO Position: Q2 2026 in Review

Prospera Financial Services held its Alto Ingredients (ALTO) position steady in Q2 2026 at 14,470 shares worth $82.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Prospera Financial Services first reported a position in ALTO in Q2 2024 and has held it in 9 quarters since. 9 funds tracked by Wall St. Rank hold ALTO as of Q2 2026.

  • Prospera Financial Services held 14,470 shares of Alto Ingredients worth $82.5K as of Q2 2026.
  • Prospera Financial Services left its Alto Ingredients share count unchanged in Q2 2026.
  • Alto Ingredients made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1447 holding.
  • Prospera Financial Services first reported a position in Alto Ingredients in Q2 2024 and has held it in 9 quarters since.
  • 9 funds tracked by Wall St. Rank held Alto Ingredients as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.