Wealth Enhancement Advisory Services
CNEQ icon

Wealth Enhancement Advisory Services’s Alger Concentrated Equity ETF CNEQ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CNEQ Stock Details CNEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$275K Buy
+6,770
New +$258K ﹤0.01% 3278

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FHA
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Truist Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's CNEQ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Alger Concentrated Equity ETF (CNEQ) in Q2 2026: 6,770 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #3278 among its holdings.

92 funds tracked by Wall St. Rank hold CNEQ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,770 shares of Alger Concentrated Equity ETF worth $275K as of Q2 2026.
  • Alger Concentrated Equity ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Alger Concentrated Equity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3278 holding.
  • 92 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.