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

Western Wealth Management’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
Q2 		$1.24M Sell
27,182
-218
-0.8% -$9.07K 0.04% 422
2026
Q1 		$905K Buy
27,400
+9,613
+54% +$336K 0.03% 477
2025
Q4 		$642K Buy
17,787
+4,079
+30% +$151K 0.03% 458
2025
Q3 		$514K Buy
+13,708
New +$460K 0.03% 438

Other funds holding ALAI

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GA
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

Western Wealth Management's ALAI Position: Q2 2026 in Review

Western Wealth Management reduced its Alger AI Enablers & Adopters ETF (ALAI) stake by 0.8% in Q2 2026, selling an estimated $9.07K and leaving 27,182 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #422.

Western Wealth Management first reported a position in ALAI in Q3 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold ALAI as of Q2 2026.

  • Western Wealth Management held 27,182 shares of Alger AI Enablers & Adopters ETF worth $1.24M as of Q2 2026.
  • Western Wealth Management sold 218 Alger AI Enablers & Adopters ETF shares in Q2 2026, an estimated $9.07K.
  • Alger AI Enablers & Adopters ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #422 holding.
  • Western Wealth Management first reported a position in Alger AI Enablers & Adopters ETF in Q3 2025 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.