AWE
IALT

Avidian Wealth Enterprises’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Avidian Wealth Enterprises’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 		$444K Sell
14,866
-23,911
-62% -$692K 0.01% 511
2026
Q2 		$1.09M Buy
+38,777
New +$1.09M 0.03% 301

Other funds holding IALT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Avidian Wealth Enterprises's IALT Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares Systematic Alternatives Active ETF (IALT) stake by 62% in Q3 2026, selling an estimated $692K and leaving 14,866 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #511.

Avidian Wealth Enterprises first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.09M in Q2 2026. 12 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • Avidian Wealth Enterprises held 14,866 shares of iShares Systematic Alternatives Active ETF worth $444K as of Q3 2026.
  • Avidian Wealth Enterprises sold 23,911 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $692K.
  • iShares Systematic Alternatives Active ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #511 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • Avidian Wealth Enterprises's iShares Systematic Alternatives Active ETF position peaked at $1.09M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.