Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$385K Buy
8,289
+466
+6% +$20.8K ﹤0.01% 3089
2026
Q2 		$355K Sell
7,823
-778
-9% -$32.4K ﹤0.01% 3038
2026
Q1 		$290K Buy
8,601
+2,211
+35% +$77.4K ﹤0.01% 2813
2025
Q4 		$238K Buy
+6,390
New +$236K ﹤0.01% 3126

Other funds holding ALAI

IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
Proactive Wealth Strategies
Proactive Wealth Strategies Marietta, Georgia $648M AUM 25.33% 1-Year Est. Return
Sunrise Financial Services
Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's ALAI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Alger AI Enablers & Adopters ETF (ALAI) stake by 6% in Q3 2026, buying an estimated $20.8K and bringing the position to 8,289 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #3089.

Wealth Enhancement Advisory Services first reported a position in ALAI in Q4 2025 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold ALAI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 8,289 shares of Alger AI Enablers & Adopters ETF worth $385K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 466 Alger AI Enablers & Adopters ETF shares in Q3 2026, an estimated $20.8K.
  • Alger AI Enablers & Adopters ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3089 holding.
  • Wealth Enhancement Advisory Services first reported a position in Alger AI Enablers & Adopters ETF in Q4 2025 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.