Sax Wealth Advisors’s Alger Concentrated Equity ETF CNEQ Stock Holding History

Sax Wealth Advisors’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 Q3	$1.79M	Buy	+43,957	New	+$1.74M	0.05%	218

Other funds holding CNEQ

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

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

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

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

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

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

Sax Wealth Advisors opened a new position in Alger Concentrated Equity ETF (CNEQ) in Q3 2026: 43,957 shares worth $1.79M. The stake represents 0.05% of the portfolio and ranks #218 among its holdings.

11 funds tracked by Wall St. Rank hold CNEQ as of Q3 2026.

Sax Wealth Advisors held 43,957 shares of Alger Concentrated Equity ETF worth $1.79M as of Q3 2026.
Alger Concentrated Equity ETF was a new Sax Wealth Advisors position in Q3 2026.
Alger Concentrated Equity ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q3 2026, its #218 holding.
11 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q3 2026.

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