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

Downshift Financial’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	$508	Buy	+17	New	+$492	﹤0.01%	605

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

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Downshift Financial's IALT Position: Q3 2026 in Review

Downshift Financial opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q3 2026: 17 shares worth $508. The stake represents ﹤0.01% of the portfolio and ranks #605 among its holdings.

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

Downshift Financial held 17 shares of iShares Systematic Alternatives Active ETF worth $508 as of Q3 2026.
iShares Systematic Alternatives Active ETF was a new Downshift Financial position in Q3 2026.
iShares Systematic Alternatives Active ETF made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #605 holding.
136 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.