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BOLTON SECURITIES CORPORATION’s Alger 35 ETF ATFV Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio ATFV Stock Details ATFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.6K Buy
+338
New +$11.4K ﹤0.01% 1609
2025
Q3 		$12K Buy
+338
New +$10.8K ﹤0.01% 1503

Other funds holding ATFV

Mountain Capital Investment Advisors
Mountain Capital Investment Advisors Westminster, Colorado $719M AUM 15.04% 1-Year Est. Return
Fred Alger Management
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Chilton Investment Company
Chilton Investment Company Stamford, Connecticut $4.17B AUM 1.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
CFO Capital Management
CFO Capital Management Fairfield, Connecticut $121M AUM
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

BOLTON SECURITIES CORPORATION opened a new position in Alger 35 ETF (ATFV) in Q1 2026: 338 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #1609 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in ATFV as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in ATFV in Q3 2025 and has held it in 2 quarters since. The position peaked at $12K in Q3 2025. 29 funds tracked by Wall St. Rank hold ATFV as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 338 shares of Alger 35 ETF worth $10.6K as of Q1 2026.
  • Alger 35 ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Alger 35 ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1609 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Alger 35 ETF in Q3 2025 and has held it in 2 quarters since.
  • BOLTON SECURITIES CORPORATION's Alger 35 ETF position peaked at $12K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Alger 35 ETF as of Q1 2026.

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