CSPIA
IALT

Cary Street Partners Investment Advisory’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Cary Street Partners Investment Advisory’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
Q2 		$806K Buy
+28,738
New +$806K 0.16% 135

Other funds holding IALT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Cary Street Partners Investment Advisory's IALT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 28,738 shares worth $806K. The stake represents 0.16% of the portfolio and ranks #135 among its holdings.

299 funds tracked by Wall St. Rank hold IALT as of Q2 2026.

  • Cary Street Partners Investment Advisory held 28,738 shares of iShares Systematic Alternatives Active ETF worth $806K as of Q2 2026.
  • iShares Systematic Alternatives Active ETF was a new Cary Street Partners Investment Advisory position in Q2 2026.
  • iShares Systematic Alternatives Active ETF made up 0.16% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #135 holding.
  • 299 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.