Spectrum Wealth Advisory Group
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Spectrum Wealth Advisory Group’s Alerus Financial ALRS Stock Holding History

Spectrum Wealth Advisory Group’s Portfolio ALRS Stock Details ALRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-70
Closed -$2.18K – 94
2026
Q2 		$2.18K Buy
+70
New +$1.92K ﹤0.01% 325

Other funds holding ALRS

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MI
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Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sippican Capital Advisors
Sippican Capital Advisors Boston, Massachusetts $150M AUM 15.67% 1-Year Est. Return
Fortress Financial Group
Fortress Financial Group Rochester, Minnesota $205M AUM 15.03% 1-Year Est. Return
Wealth Forward LLC
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Spectrum Wealth Advisory Group's ALRS Position: Q3 2026 in Review

Spectrum Wealth Advisory Group sold out of Alerus Financial (ALRS) in Q3 2026, closing a stake of 70 shares — an estimated $2.18K sold.

Spectrum Wealth Advisory Group first reported a position in ALRS in Q2 2026 and held it in 1 quarter. The position peaked at $2.18K in Q2 2026. 49 funds tracked by Wall St. Rank hold ALRS as of Q3 2026.

  • Spectrum Wealth Advisory Group reported no remaining Alerus Financial position as of Q3 2026 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 70 Alerus Financial shares in Q3 2026, an estimated $2.18K.
  • Spectrum Wealth Advisory Group first reported a position in Alerus Financial in Q2 2026 and held it in 1 quarter.
  • Spectrum Wealth Advisory Group's Alerus Financial position peaked at $2.18K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held Alerus Financial as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.