Buttonwood Financial Group
IALT icon

Buttonwood Financial Group’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Buttonwood Financial Group’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 		$15.5M Buy
+516,105
New +$14.9M 7.82% 5

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
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 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
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

Buttonwood Financial Group's IALT Position: Q3 2026 in Review

Buttonwood Financial Group opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q3 2026: 516,105 shares worth $15.5M. The stake represents 7.82% of the portfolio and ranks #5 among its holdings.

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

  • Buttonwood Financial Group held 516,105 shares of iShares Systematic Alternatives Active ETF worth $15.5M as of Q3 2026.
  • iShares Systematic Alternatives Active ETF was a new Buttonwood Financial Group position in Q3 2026.
  • iShares Systematic Alternatives Active ETF made up 7.82% of Buttonwood Financial Group's portfolio in Q3 2026, its #5 holding.
  • 163 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Buttonwood Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.