UBS Group
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UBS Group’s Alger 35 ETF ATFV Stock Holding History

UBS Group’s Portfolio ATFV Stock Details ATFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-820
Closed -$25.7K – 10436
2026
Q1 		$25.7K Buy
+820
New +$27.7K ﹤0.01% 7776
2025
Q4 		– Sell
-2,537
Closed -$90.1K – 10484
2025
Q3 		$90.1K Sell
2,537
-12,588
-83% -$402K ﹤0.01% 7192
2025
Q2 		$447K Buy
15,125
+3,408
+29% +$85.5K ﹤0.01% 6104
2025
Q1 		$257K Buy
11,717
+7,529
+180% +$190K ﹤0.01% 6363
2024
Q4 		$106K Buy
4,188
+4,117
+5,799% +$101K ﹤0.01% 6834
2024
Q3 		$1.58K Buy
+71
New +$1.49K ﹤0.01% 8603
2024
Q2 		– Sell
-61
Closed -$1.23K – 9501
2024
Q1 		$1.23K Buy
61
+41
+205% +$782 ﹤0.01% 8186
2023
Q4 		$347 Buy
20
+1
+5% +$16 ﹤0.01% 8712
2023
Q3 		$276 Sell
19
-485
-96% -$7.43K ﹤0.01% 8630
2023
Q2 		$7.91K Buy
+504
New +$7.37K ﹤0.01% 7264
2023
Q1 		– Sell
-667
Closed -$8.71K – 9585
2022
Q4 		$8.71K Hold
667
– – ﹤0.01% 8738
2022
Q3 		$9K Buy
667
+635
+1,984% +$9.47K ﹤0.01% 8558
2022
Q2 		$0 Sell
32
-95
-75% -$1.45K ﹤0.01% 10288
2022
Q1 		$2K Buy
+127
New +$2.28K ﹤0.01% 9604

Other funds holding ATFV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.17B AUM 1.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

UBS Group's ATFV Position: Q2 2026 in Review

UBS Group sold out of Alger 35 ETF (ATFV) in Q2 2026, closing a stake of 820 shares — an estimated $25.7K sold.

UBS Group first reported a position in ATFV in Q1 2022 and held it in 14 quarters. The position peaked at $447K in Q2 2025. 36 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • UBS Group reported no remaining Alger 35 ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 820 Alger 35 ETF shares in Q2 2026, an estimated $25.7K.
  • UBS Group first reported a position in Alger 35 ETF in Q1 2022 and held it in 14 quarters.
  • UBS Group's Alger 35 ETF position peaked at $447K in Q2 2025.
  • 36 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.