APFP
IALT

Action Point Financial Planning’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Action Point Financial Planning’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
Q2 		$79K Buy
+2,817
New +$79K 0.01% 678

Other funds holding IALT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Action Point Financial Planning's IALT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 2,817 shares worth $79K. The stake represents 0.01% of the portfolio and ranks #678 among its holdings.

388 funds tracked by Wall St. Rank hold IALT as of Q2 2026.

  • Action Point Financial Planning held 2,817 shares of iShares Systematic Alternatives Active ETF worth $79K as of Q2 2026.
  • iShares Systematic Alternatives Active ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares Systematic Alternatives Active ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #678 holding.
  • 388 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.