Catalyst Private Wealth
IALT icon

Catalyst Private Wealth’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Catalyst Private Wealth’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 		$2.08M Buy
69,814
+19,879
+40% +$576K 0.87% 26
2026
Q2 		$1.4M Buy
+49,935
New +$1.4M 0.68% 31

Other funds holding IALT

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Private Wealth's IALT Position: Q3 2026 in Review

Catalyst Private Wealth increased its iShares Systematic Alternatives Active ETF (IALT) stake by 40% in Q3 2026, buying an estimated $576K and bringing the position to 69,814 shares worth $2.08M. The position accounts for 0.87% of the portfolio, ranked #26.

Catalyst Private Wealth first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • Catalyst Private Wealth held 69,814 shares of iShares Systematic Alternatives Active ETF worth $2.08M as of Q3 2026.
  • Catalyst Private Wealth bought 19,879 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $576K.
  • iShares Systematic Alternatives Active ETF made up 0.87% of Catalyst Private Wealth's portfolio in Q3 2026, its #26 holding.
  • Catalyst Private Wealth first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.