ATFV β€” THE ALGER ETF TRUST

Ownership history in Onyx Bridge Wealth Group LLC  Β·  1 quarter on record

AI Ownership Summary

Onyx Bridge Wealth Group LLC reported THE ALGER ETF TRUST (ATFV) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.04% in 2025 Q4. The latest visible filing shows ATFV at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ATFV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Onyx Bridge Wealth Group LLC's position in THE ALGER ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ATFV was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Onyx Bridge Wealth Group LLC held ATFV β€” position size vs. price
% of Fund (quarterly)    ATFV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 9,439 β€” β€” 0.04% $329K 2026-02-14 (Est.) $33.52

FAQ About Onyx Bridge Wealth Group LLC and ATFV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Onyx Bridge Wealth Group LLC reported owning ATFV?

Onyx Bridge Wealth Group LLC reported ATFV across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported ATFV position in Onyx Bridge Wealth Group LLC's portfolio?

The largest reported portfolio weight for ATFV was 0.04% in 2025 Q4.

What is the latest reported ATFV position on this page?

The most recent filing on this page is 2025 Q4, when Onyx Bridge Wealth Group LLC reported 9,439 shares, equal to 0.04% of portfolio, with an estimated market value of $329K.

What does the chart on this ATFV ownership page compare?

The chart compares Onyx Bridge Wealth Group LLC's quarterly ATFV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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