AGWCA
IALT

Annis Gardner Whiting Capital Advisors’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-150
Closed -$4.09K – 1341
2026
Q1 		$4.09K Buy
+150
New +$3.95K ﹤0.01% 977

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

Annis Gardner Whiting Capital Advisors's IALT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares Systematic Alternatives Active ETF (IALT) in Q2 2026, closing a stake of 150 shares — an estimated $4.09K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IALT in Q1 2026 and held it in 1 quarter. The position peaked at $4.09K in Q1 2026. 388 funds tracked by Wall St. Rank hold IALT as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares Systematic Alternatives Active ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 150 iShares Systematic Alternatives Active ETF shares in Q2 2026, an estimated $4.09K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares Systematic Alternatives Active ETF in Q1 2026 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's iShares Systematic Alternatives Active ETF position peaked at $4.09K in Q1 2026.
  • 388 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.