AWMS
IALT

Advocacy Wealth Management Services’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Advocacy Wealth Management Services’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 		$59.4M Buy
+2,116,253
New +$59.4M 2.16% 13

Other funds holding IALT

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Advocacy Wealth Management Services's IALT Position: Q2 2026 in Review

Advocacy Wealth Management Services opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 2,116,253 shares worth $59.4M. The stake represents 2.16% of the portfolio and ranks #13 among its holdings.

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

  • Advocacy Wealth Management Services held 2,116,253 shares of iShares Systematic Alternatives Active ETF worth $59.4M as of Q2 2026.
  • iShares Systematic Alternatives Active ETF was a new Advocacy Wealth Management Services position in Q2 2026.
  • iShares Systematic Alternatives Active ETF made up 2.16% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #13 holding.
  • 176 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.