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USA FINANCIAL FORMULAS’s Alto Ingredients ALTO Stock Holding History

USA FINANCIAL FORMULAS’s Portfolio ALTO Stock Details ALTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.3K Buy
+6,194
New +$31.6K 0.01% 313

Other funds holding ALTO

CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

USA FINANCIAL FORMULAS's ALTO Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Alto Ingredients (ALTO) in Q2 2026: 6,194 shares worth $35.3K. The stake represents 0.01% of the portfolio and ranks #313 among its holdings.

34 funds tracked by Wall St. Rank hold ALTO as of Q2 2026.

  • USA FINANCIAL FORMULAS held 6,194 shares of Alto Ingredients worth $35.3K as of Q2 2026.
  • Alto Ingredients was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Alto Ingredients made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #313 holding.
  • 34 funds tracked by Wall St. Rank held Alto Ingredients as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.