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

Amplius 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 		$27.9M Buy
+935,066
New +$27.1M 1.92% 15

Other funds holding IALT

Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Buttonwood Financial Group
Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

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

Amplius Wealth Advisors opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q3 2026: 935,066 shares worth $27.9M. The stake represents 1.92% of the portfolio and ranks #15 among its holdings.

152 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • Amplius Wealth Advisors held 935,066 shares of iShares Systematic Alternatives Active ETF worth $27.9M as of Q3 2026.
  • iShares Systematic Alternatives Active ETF was a new Amplius Wealth Advisors position in Q3 2026.
  • iShares Systematic Alternatives Active ETF made up 1.92% of Amplius Wealth Advisors's portfolio in Q3 2026, its #15 holding.
  • 152 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

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