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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
Q3 		– Sell
-6,194
Closed -$35.3K – 401
2026
Q2 		$35.3K Buy
+6,194
New +$31.6K 0.01% 313
2021
Q1 		– Sell
-17,903
Closed -$97K – 329
2020
Q4 		$97K Buy
+17,903
New +$124K 0.08% 147
2017
Q1 		– Sell
-27,941
Closed -$265K – 242
2016
Q4 		$265K Buy
+27,941
New +$224K 0.07% 207
2015
Q1 		– Sell
-35,316
Closed -$365K – 182
2014
Q4 		$365K Buy
+35,316
New +$431K 0.13% 163

Other funds holding ALTO

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

USA Financial Formulas's ALTO Position: Q3 2026 in Review

USA Financial Formulas sold out of Alto Ingredients (ALTO) in Q3 2026, closing a stake of 6,194 shares — an estimated $35.3K sold.

USA Financial Formulas first reported a position in ALTO in Q4 2014 and held it in 4 quarters. The position peaked at $365K in Q4 2014. 10 funds tracked by Wall St. Rank hold ALTO as of Q3 2026.

  • USA Financial Formulas reported no remaining Alto Ingredients position as of Q3 2026 after selling out during the quarter.
  • USA Financial Formulas sold 6,194 Alto Ingredients shares in Q3 2026, an estimated $35.3K.
  • USA Financial Formulas first reported a position in Alto Ingredients in Q4 2014 and held it in 4 quarters.
  • USA Financial Formulas's Alto Ingredients position peaked at $365K in Q4 2014.
  • 10 funds tracked by Wall St. Rank held Alto Ingredients as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.