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Prosperity Financial Group’s Alger Concentrated Equity ETF CNEQ Stock Holding History

Prosperity Financial Group’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
Q1 		$315K Buy
10,123
+2,166
+27% +$72.2K 0.12% 140
2025
Q4 		$274K Buy
7,957
+1,659
+26% +$57.8K 0.1% 143
2025
Q3 		$221K Buy
+6,298
New +$201K 0.08% 156

Other funds holding CNEQ

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Prosperity Financial Group's CNEQ Position: Q1 2026 in Review

Prosperity Financial Group increased its Alger Concentrated Equity ETF (CNEQ) stake by 27% in Q1 2026, buying an estimated $72.2K and bringing the position to 10,123 shares worth $315K. The position accounts for 0.12% of the portfolio, ranked #140.

Prosperity Financial Group first reported a position in CNEQ in Q3 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold CNEQ as of Q1 2026.

  • Prosperity Financial Group held 10,123 shares of Alger Concentrated Equity ETF worth $315K as of Q1 2026.
  • Prosperity Financial Group bought 2,166 Alger Concentrated Equity ETF shares in Q1 2026, an estimated $72.2K.
  • Alger Concentrated Equity ETF made up 0.12% of Prosperity Financial Group's portfolio in Q1 2026, its #140 holding.
  • Prosperity Financial Group first reported a position in Alger Concentrated Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.