Superior Planning, LLC’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Superior Planning, LLC’s Portfolio IALT Stock Details IALT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$865K	Buy	+28,965	New	+$839K	0.36%	58

Other funds holding IALT

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Superior Planning, LLC's IALT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q3 2026: 28,965 shares worth $865K. The stake represents 0.36% of the portfolio and ranks #58 among its holdings.

380 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

Superior Planning, LLC held 28,965 shares of iShares Systematic Alternatives Active ETF worth $865K as of Q3 2026.
iShares Systematic Alternatives Active ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Systematic Alternatives Active ETF made up 0.36% of Superior Planning, LLC's portfolio in Q3 2026, its #58 holding.
380 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.