A4 Wealth Advisors
IALT icon

A4 Wealth Advisors’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

A4 Wealth Advisors’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 		$5.69M Buy
190,444
+43,680
+30% +$1.27M 3.72% 9
2026
Q2 		$4.12M Buy
+146,764
New +$4.12M 2.73% 10

Other funds holding IALT

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

A4 Wealth Advisors's IALT Position: Q3 2026 in Review

A4 Wealth Advisors increased its iShares Systematic Alternatives Active ETF (IALT) stake by 30% in Q3 2026, buying an estimated $1.27M and bringing the position to 190,444 shares worth $5.69M. The position accounts for 3.72% of the portfolio, ranked #9.

A4 Wealth Advisors first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. 288 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • A4 Wealth Advisors held 190,444 shares of iShares Systematic Alternatives Active ETF worth $5.69M as of Q3 2026.
  • A4 Wealth Advisors bought 43,680 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $1.27M.
  • iShares Systematic Alternatives Active ETF made up 3.72% of A4 Wealth Advisors's portfolio in Q3 2026, its #9 holding.
  • A4 Wealth Advisors first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.