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Sanchez Wealth Management Group’s Alger Concentrated Equity ETF CNEQ Stock Holding History

Sanchez Wealth Management 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
Q2 		$9.3M Buy
225,303
+8,606
+4% +$327K 1.63% 20
2026
Q1 		$6.74M Buy
216,697
+1,483
+0.7% +$49.5K 1.46% 21
2025
Q4 		$7.4M Buy
+215,214
New +$7.49M 1.58% 19

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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

Sanchez Wealth Management Group's CNEQ Position: Q2 2026 in Review

Sanchez Wealth Management Group increased its Alger Concentrated Equity ETF (CNEQ) stake by 4% in Q2 2026, buying an estimated $327K and bringing the position to 225,303 shares worth $9.3M. The position accounts for 1.63% of the portfolio, ranked #20.

Sanchez Wealth Management Group first reported a position in CNEQ in Q4 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold CNEQ as of Q2 2026.

  • Sanchez Wealth Management Group held 225,303 shares of Alger Concentrated Equity ETF worth $9.3M as of Q2 2026.
  • Sanchez Wealth Management Group bought 8,606 Alger Concentrated Equity ETF shares in Q2 2026, an estimated $327K.
  • Alger Concentrated Equity ETF made up 1.63% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #20 holding.
  • Sanchez Wealth Management Group first reported a position in Alger Concentrated Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.