Sax Wealth Advisors’s Alger 35 ETF ATFV Stock Holding History

Sax Wealth 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 Q3	$1.48M	Buy	+36,466	New	+$1.44M	0.04%	237

Other funds holding ATFV

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Rubicon Advisors Redding, California $144M AUM 19.21% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

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

Sax Wealth Advisors opened a new position in Alger 35 ETF (ATFV) in Q3 2026: 36,466 shares worth $1.48M. The stake represents 0.04% of the portfolio and ranks #237 among its holdings.

17 funds tracked by Wall St. Rank hold ATFV as of Q3 2026.

Sax Wealth Advisors held 36,466 shares of Alger 35 ETF worth $1.48M as of Q3 2026.
Alger 35 ETF was a new Sax Wealth Advisors position in Q3 2026.
Alger 35 ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q3 2026, its #237 holding.
17 funds tracked by Wall St. Rank held Alger 35 ETF as of Q3 2026.

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