Wealth Effects’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

Wealth Effects’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 Q1	$316K	Buy	9,576 +131	+1%	+$4.58K	0.11%	153
2025 Q4	$341K	Buy	9,445 +413	+5%	+$15.3K	0.11%	141
2025 Q3	$339K	Buy	9,032 +635	+8%	+$21.3K	0.11%	143
2025 Q2	$259K	Buy	+8,397	New	+$219K	0.1%	171
2025 Q1	–	Sell	-8,531	Closed	-$224K	–	221
2024 Q4	$224K	Buy	+8,531	New	+$217K	0.08%	190

Other funds holding ALAI

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TIA

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFS

Sunrise Financial Services Burien, Washington $141M AUM

Wealth Effects's ALAI Position: Q1 2026 in Review

Wealth Effects increased its Alger AI Enablers & Adopters ETF (ALAI) stake by 1.4% in Q1 2026, buying an estimated $4.58K and bringing the position to 9,576 shares worth $316K. The position accounts for 0.11% of the portfolio, ranked #153.

Wealth Effects first reported a position in ALAI in Q4 2024 and has held it in 5 quarters since. The position peaked at $341K in Q4 2025. 69 funds tracked by Wall St. Rank hold ALAI as of Q1 2026.

Wealth Effects held 9,576 shares of Alger AI Enablers & Adopters ETF worth $316K as of Q1 2026.
Wealth Effects bought 131 Alger AI Enablers & Adopters ETF shares in Q1 2026, an estimated $4.58K.
Alger AI Enablers & Adopters ETF made up 0.11% of Wealth Effects's portfolio in Q1 2026, its #153 holding.
Wealth Effects first reported a position in Alger AI Enablers & Adopters ETF in Q4 2024 and has held it in 5 quarters since.
Wealth Effects's Alger AI Enablers & Adopters ETF position peaked at $341K in Q4 2025.
69 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.