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

Elevated 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	$921K	Buy	+30,854	New	+$894K	0.26%	47

Other funds holding IALT

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

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

Elevated Financial Group opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q3 2026: 30,854 shares worth $921K. The stake represents 0.26% of the portfolio and ranks #47 among its holdings.

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

Elevated Financial Group held 30,854 shares of iShares Systematic Alternatives Active ETF worth $921K as of Q3 2026.
iShares Systematic Alternatives Active ETF was a new Elevated Financial Group position in Q3 2026.
iShares Systematic Alternatives Active ETF made up 0.26% of Elevated Financial Group's portfolio in Q3 2026, its #47 holding.
190 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

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