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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
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 $6.13B AUM 23.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $141M AUM

Western Wealth Management's ALAI Position: Q1 2026 in Review

Western Wealth Management increased its Alger AI Enablers & Adopters ETF (ALAI) stake by 54% in Q1 2026, buying an estimated $336K and bringing the position to 27,400 shares worth $905K. The position accounts for 0.03% of the portfolio, ranked #477.

Western Wealth Management first reported a position in ALAI in Q3 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold ALAI as of Q1 2026.

  • Western Wealth Management held 27,400 shares of Alger AI Enablers & Adopters ETF worth $905K as of Q1 2026.
  • Western Wealth Management bought 9,613 Alger AI Enablers & Adopters ETF shares in Q1 2026, an estimated $336K.
  • Alger AI Enablers & Adopters ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #477 holding.
  • Western Wealth Management first reported a position in Alger AI Enablers & Adopters ETF in Q3 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.