CAP Partners LLC’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

CAP Partners LLC’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	$273K	Buy	+9,159	New	+$265K	0.13%	140

Other funds holding IALT

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CAP Partners LLC's IALT Position: Q3 2026 in Review

CAP Partners LLC opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q3 2026: 9,159 shares worth $273K. The stake represents 0.13% of the portfolio and ranks #140 among its holdings.

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

CAP Partners LLC held 9,159 shares of iShares Systematic Alternatives Active ETF worth $273K as of Q3 2026.
iShares Systematic Alternatives Active ETF was a new CAP Partners LLC position in Q3 2026.
iShares Systematic Alternatives Active ETF made up 0.13% of CAP Partners LLC's portfolio in Q3 2026, its #140 holding.
152 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.