BOLTON SECURITIES CORPORATION’s Alger AI Enablers & Adopters ETF ALAI Stock Holding History

BOLTON SECURITIES CORPORATION’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	$9.9K	Buy	+301	New	+$10.5K	﹤0.01%	1620
2025 Q3	$10K	Buy	+268	New	+$9K	﹤0.01%	1548

Other funds holding ALAI

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ALAI Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Alger AI Enablers & Adopters ETF (ALAI) in Q1 2026: 301 shares worth $9.9K. The stake represents ﹤0.01% of the portfolio and ranks #1620 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in ALAI as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in ALAI in Q3 2025 and has held it in 2 quarters since. The position peaked at $10K in Q3 2025. 70 funds tracked by Wall St. Rank hold ALAI as of Q1 2026.

BOLTON SECURITIES CORPORATION held 301 shares of Alger AI Enablers & Adopters ETF worth $9.9K as of Q1 2026.
Alger AI Enablers & Adopters ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
Alger AI Enablers & Adopters ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1620 holding.
BOLTON SECURITIES CORPORATION first reported a position in Alger AI Enablers & Adopters ETF in Q3 2025 and has held it in 2 quarters since.
BOLTON SECURITIES CORPORATION's Alger AI Enablers & Adopters ETF position peaked at $10K in Q3 2025.
70 funds tracked by Wall St. Rank held Alger AI Enablers & Adopters ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.