AFA
IALT

AllGen Financial Advisors’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

AllGen Financial 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
Q2 		$11.3M Buy
+403,110
New +$11.3M 2.47% 13

Other funds holding IALT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

AllGen Financial Advisors's IALT Position: Q2 2026 in Review

AllGen Financial Advisors opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 403,110 shares worth $11.3M. The stake represents 2.47% of the portfolio and ranks #13 among its holdings.

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

  • AllGen Financial Advisors held 403,110 shares of iShares Systematic Alternatives Active ETF worth $11.3M as of Q2 2026.
  • iShares Systematic Alternatives Active ETF was a new AllGen Financial Advisors position in Q2 2026.
  • iShares Systematic Alternatives Active ETF made up 2.47% of AllGen Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • 206 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on AllGen Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.