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Sheets Smith Wealth Management’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

Sheets Smith Wealth Management’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 		$250K Buy
5,389
+588
+12% +$26.3K 0.03% 362
2026
Q2 		$219K Buy
+4,801
New +$200K 0.02% 388

Other funds holding ALAI

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 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
WPWM
Western Pacific Wealth Management Lake Forest, Illinois $119M AUM 20.8% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sheets Smith Wealth Management's ALAI Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its Alger AI Enablers & Adopters ETF (ALAI) stake by 12% in Q3 2026, buying an estimated $26.3K and bringing the position to 5,389 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #362.

Sheets Smith Wealth Management first reported a position in ALAI in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold ALAI as of Q3 2026.

  • Sheets Smith Wealth Management held 5,389 shares of Alger AI Enablers & Adopters ETF worth $250K as of Q3 2026.
  • Sheets Smith Wealth Management bought 588 Alger AI Enablers & Adopters ETF shares in Q3 2026, an estimated $26.3K.
  • Alger AI Enablers & Adopters ETF made up 0.03% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #362 holding.
  • Sheets Smith Wealth Management first reported a position in Alger AI Enablers & Adopters ETF in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.