Avid Wealth Partners
IALT icon

Avid Wealth Partners’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Avid Wealth Partners’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 		$3.66M Buy
122,465
+8,843
+8% +$256K 1.67% 15
2026
Q2 		$3.19M Buy
+113,622
New +$3.19M 1.54% 15

Other funds holding IALT

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Avid Wealth Partners's IALT Position: Q3 2026 in Review

Avid Wealth Partners increased its iShares Systematic Alternatives Active ETF (IALT) stake by 7.8% in Q3 2026, buying an estimated $256K and bringing the position to 122,465 shares worth $3.66M. The position accounts for 1.67% of the portfolio, ranked #15.

Avid Wealth Partners first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • Avid Wealth Partners held 122,465 shares of iShares Systematic Alternatives Active ETF worth $3.66M as of Q3 2026.
  • Avid Wealth Partners bought 8,843 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $256K.
  • iShares Systematic Alternatives Active ETF made up 1.67% of Avid Wealth Partners's portfolio in Q3 2026, its #15 holding.
  • Avid Wealth Partners first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.