BWM
IALT icon

BigSur Wealth Management’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

BigSur Wealth Management’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 		$532K Hold
17,800
– – 0.13% 122
2026
Q2 		$499K Buy
+17,800
New +$499K 0.12% 123

Other funds holding IALT

PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

BigSur Wealth Management's IALT Position: Q3 2026 in Review

BigSur Wealth Management held its iShares Systematic Alternatives Active ETF (IALT) position steady in Q3 2026 at 17,800 shares worth $532K. The position accounts for 0.13% of the portfolio, ranked #122.

BigSur Wealth Management first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • BigSur Wealth Management held 17,800 shares of iShares Systematic Alternatives Active ETF worth $532K as of Q3 2026.
  • BigSur Wealth Management left its iShares Systematic Alternatives Active ETF share count unchanged in Q3 2026.
  • iShares Systematic Alternatives Active ETF made up 0.13% of BigSur Wealth Management's portfolio in Q3 2026, its #122 holding.
  • BigSur Wealth Management first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.