AF
BILT

Allworth Financial’s iShares Infrastructure Active ETF BILT Stock Holding History

Allworth Financial’s Portfolio BILT Stock Details BILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-800
Closed -$22.9K – 5465
2026
Q1 		$22.9K Buy
+800
New +$22.3K ﹤0.01% 2898

Other funds holding BILT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Allworth Financial's BILT Position: Q2 2026 in Review

Allworth Financial sold out of iShares Infrastructure Active ETF (BILT) in Q2 2026, closing a stake of 800 shares — an estimated $22.9K sold.

Allworth Financial first reported a position in BILT in Q1 2026 and held it in 1 quarter. The position peaked at $22.9K in Q1 2026. 40 funds tracked by Wall St. Rank hold BILT as of Q2 2026.

  • Allworth Financial reported no remaining iShares Infrastructure Active ETF position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 800 iShares Infrastructure Active ETF shares in Q2 2026, an estimated $22.9K.
  • Allworth Financial first reported a position in iShares Infrastructure Active ETF in Q1 2026 and held it in 1 quarter.
  • Allworth Financial's iShares Infrastructure Active ETF position peaked at $22.9K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held iShares Infrastructure Active ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.