WMP
CNEQ icon

Wealth Management Partners’s Alger Concentrated Equity ETF CNEQ Stock Holding History

Wealth Management Partners’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 		$3.83M Buy
92,852
+75,515
+436% +$2.87M 0.9% 31
2026
Q1 		$540K Buy
+17,337
New +$578K 0.15% 100

Other funds holding CNEQ

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NL
NorthAvenue LLC Columbus, Ohio $140M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Management Partners's CNEQ Position: Q2 2026 in Review

Wealth Management Partners increased its Alger Concentrated Equity ETF (CNEQ) stake by 436% in Q2 2026, buying an estimated $2.87M and bringing the position to 92,852 shares worth $3.83M. The position accounts for 0.9% of the portfolio, ranked #31.

Wealth Management Partners first reported a position in CNEQ in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold CNEQ as of Q2 2026.

  • Wealth Management Partners held 92,852 shares of Alger Concentrated Equity ETF worth $3.83M as of Q2 2026.
  • Wealth Management Partners bought 75,515 Alger Concentrated Equity ETF shares in Q2 2026, an estimated $2.87M.
  • Alger Concentrated Equity ETF made up 0.9% of Wealth Management Partners's portfolio in Q2 2026, its #31 holding.
  • Wealth Management Partners first reported a position in Alger Concentrated Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.