Vision Retirement’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

Vision Retirement’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	$10.3K	Buy	+226	New	+$9.4K	﹤0.01%	435

Other funds holding ALAI

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Essential Investment Partners LLC Englewood, Colorado $125M AUM

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Vision Retirement's ALAI Position: Q2 2026 in Review

Vision Retirement opened a new position in Alger AI Enablers & Adopters ETF (ALAI) in Q2 2026: 226 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings.

12 funds tracked by Wall St. Rank hold ALAI as of Q2 2026.

Vision Retirement held 226 shares of Alger AI Enablers & Adopters ETF worth $10.3K as of Q2 2026.
Alger AI Enablers & Adopters ETF was a new Vision Retirement position in Q2 2026.
Alger AI Enablers & Adopters ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #435 holding.
12 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.