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Vista Investment Partners II’s Alger 35 ETF ATFV Stock Holding History

Vista Investment Partners II’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
-15,293
Closed -$480K – 161
2026
Q1 		$480K Sell
15,293
-81,076
-84% -$2.74M 0.22% 93
2025
Q4 		$3.36M Buy
+96,369
New +$3.38M 1.45% 20

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CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
RA
Rubicon Advisors Redding, California $137M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Vista Investment Partners II's ATFV Position: Q2 2026 in Review

Vista Investment Partners II sold out of Alger 35 ETF (ATFV) in Q2 2026, closing a stake of 15,293 shares — an estimated $480K sold.

Vista Investment Partners II first reported a position in ATFV in Q4 2025 and held it in 2 quarters. The position peaked at $3.36M in Q4 2025. 18 funds tracked by Wall St. Rank hold ATFV as of Q2 2026.

  • Vista Investment Partners II reported no remaining Alger 35 ETF position as of Q2 2026 after selling out during the quarter.
  • Vista Investment Partners II sold 15,293 Alger 35 ETF shares in Q2 2026, an estimated $480K.
  • Vista Investment Partners II first reported a position in Alger 35 ETF in Q4 2025 and held it in 2 quarters.
  • Vista Investment Partners II's Alger 35 ETF position peaked at $3.36M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Alger 35 ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.