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Rubicon Advisors’s Alger 35 ETF ATFV Stock Holding History

Rubicon Advisors’s Portfolio ATFV Stock Details ATFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.12M Buy
+75,221
New +$2.86M 2.27% 13

Other funds holding ATFV

MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Rubicon Advisors's ATFV Position: Q2 2026 in Review

Rubicon Advisors opened a new position in Alger 35 ETF (ATFV) in Q2 2026: 75,221 shares worth $3.12M. The stake represents 2.27% of the portfolio and ranks #13 among its holdings.

18 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • Rubicon Advisors held 75,221 shares of Alger 35 ETF worth $3.12M as of Q2 2026.
  • Alger 35 ETF was a new Rubicon Advisors position in Q2 2026.
  • Alger 35 ETF made up 2.27% of Rubicon Advisors's portfolio in Q2 2026, its #13 holding.
  • 18 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on Rubicon Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.