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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
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 $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 $2.27B AUM 18.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanchez Wealth Management Group's CNEQ Position: Q1 2026 in Review

Sanchez Wealth Management Group increased its Alger Concentrated Equity ETF (CNEQ) stake by 0.69% in Q1 2026, buying an estimated $49.5K and bringing the position to 216,697 shares worth $6.74M. The position accounts for 1.46% of the portfolio, ranked #21.

Sanchez Wealth Management Group first reported a position in CNEQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.4M in Q4 2025. 63 funds tracked by Wall St. Rank hold CNEQ as of Q1 2026.

  • Sanchez Wealth Management Group held 216,697 shares of Alger Concentrated Equity ETF worth $6.74M as of Q1 2026.
  • Sanchez Wealth Management Group bought 1,483 Alger Concentrated Equity ETF shares in Q1 2026, an estimated $49.5K.
  • Alger Concentrated Equity ETF made up 1.46% of Sanchez Wealth Management Group's portfolio in Q1 2026, its #21 holding.
  • Sanchez Wealth Management Group first reported a position in Alger Concentrated Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Sanchez Wealth Management Group's Alger Concentrated Equity ETF position peaked at $7.4M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q1 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.