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

Embree 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 		$6.34M Buy
212,339
+77,808
+58% +$2.25M 0.62% 38
2026
Q2 		$3.77M Buy
+134,531
New +$3.77M 0.38% 51

Other funds holding IALT

Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 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
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Buttonwood Financial Group
Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Embree Financial Group increased its iShares Systematic Alternatives Active ETF (IALT) stake by 58% in Q3 2026, buying an estimated $2.25M and bringing the position to 212,339 shares worth $6.34M. The position accounts for 0.62% of the portfolio, ranked #38.

Embree Financial Group first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • Embree Financial Group held 212,339 shares of iShares Systematic Alternatives Active ETF worth $6.34M as of Q3 2026.
  • Embree Financial Group bought 77,808 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $2.25M.
  • iShares Systematic Alternatives Active ETF made up 0.62% of Embree Financial Group's portfolio in Q3 2026, its #38 holding.
  • Embree Financial Group first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.