Sax Wealth Advisors’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

Sax Wealth Advisors’s Portfolio ALAI Stock Details ALAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.31M	Buy	+28,260	New	+$1.26M	0.04%	262

Other funds holding ALAI

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

BCM

Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

BRWM

Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sax Wealth Advisors's ALAI Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Alger AI Enablers & Adopters ETF (ALAI) in Q3 2026: 28,260 shares worth $1.31M. The stake represents 0.04% of the portfolio and ranks #262 among its holdings.

8 funds tracked by Wall St. Rank hold ALAI as of Q3 2026.

Sax Wealth Advisors held 28,260 shares of Alger AI Enablers & Adopters ETF worth $1.31M as of Q3 2026.
Alger AI Enablers & Adopters ETF was a new Sax Wealth Advisors position in Q3 2026.
Alger AI Enablers & Adopters ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q3 2026, its #262 holding.
8 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.