WWM
CNEQ icon

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

Western Wealth Management’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
Q1 		$993K Buy
31,899
+16,883
+112% +$563K 0.04% 443
2025
Q4 		$516K Buy
15,016
+5,603
+60% +$195K 0.02% 510
2025
Q3 		$331K Buy
+9,413
New +$300K 0.02% 563

Other funds holding CNEQ

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

Western Wealth Management increased its Alger Concentrated Equity ETF (CNEQ) stake by 112% in Q1 2026, buying an estimated $563K and bringing the position to 31,899 shares worth $993K. The position accounts for 0.04% of the portfolio, ranked #443.

Western Wealth Management first reported a position in CNEQ in Q3 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold CNEQ as of Q1 2026.

  • Western Wealth Management held 31,899 shares of Alger Concentrated Equity ETF worth $993K as of Q1 2026.
  • Western Wealth Management bought 16,883 Alger Concentrated Equity ETF shares in Q1 2026, an estimated $563K.
  • Alger Concentrated Equity ETF made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #443 holding.
  • Western Wealth Management first reported a position in Alger Concentrated Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Alger Concentrated Equity ETF as of Q1 2026.

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