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Sunrise Financial Services’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

Sunrise Financial Services’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
Q2 		$5.36M Buy
117,333
+5,683
+5% +$236K 3.18% 11
2026
Q1 		$3.69M Buy
+111,650
New +$3.91M 2.61% 14

Other funds holding ALAI

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

Sunrise Financial Services's ALAI Position: Q2 2026 in Review

Sunrise Financial Services increased its Alger AI Enablers & Adopters ETF (ALAI) stake by 5.1% in Q2 2026, buying an estimated $236K and bringing the position to 117,333 shares worth $5.36M. The position accounts for 3.18% of the portfolio, ranked #11.

Sunrise Financial Services first reported a position in ALAI in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold ALAI as of Q2 2026.

  • Sunrise Financial Services held 117,333 shares of Alger AI Enablers & Adopters ETF worth $5.36M as of Q2 2026.
  • Sunrise Financial Services bought 5,683 Alger AI Enablers & Adopters ETF shares in Q2 2026, an estimated $236K.
  • Alger AI Enablers & Adopters ETF made up 3.18% of Sunrise Financial Services's portfolio in Q2 2026, its #11 holding.
  • Sunrise Financial Services first reported a position in Alger AI Enablers & Adopters ETF in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.