SPIA
CNEQ icon

Steward Partners Investment Advisory’s Alger Concentrated Equity ETF CNEQ Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$67.7K Buy
2,175
+300
+16% +$10K ﹤0.01% 2608
2025
Q4 		$64.5K Buy
1,875
+1,225
+188% +$42.6K ﹤0.01% 2540
2025
Q3 		$22.9K Buy
+650
New +$20.7K ﹤0.01% 3030

Other funds holding CNEQ

RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Steward Partners Investment Advisory's CNEQ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Alger Concentrated Equity ETF (CNEQ) stake by 16% in Q1 2026, buying an estimated $10K and bringing the position to 2,175 shares worth $67.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

Steward Partners Investment Advisory first reported a position in CNEQ in Q3 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold CNEQ as of Q1 2026.

  • Steward Partners Investment Advisory held 2,175 shares of Alger Concentrated Equity ETF worth $67.7K as of Q1 2026.
  • Steward Partners Investment Advisory bought 300 Alger Concentrated Equity ETF shares in Q1 2026, an estimated $10K.
  • Alger Concentrated Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2608 holding.
  • Steward Partners Investment Advisory first reported a position in Alger Concentrated Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.