Essential Partners’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Essential Partners’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	$3.2K	Buy	+107	New	+$3.1K	﹤0.01%	1726

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

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

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

Essential Partners's IALT Position: Q3 2026 in Review

Essential Partners opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q3 2026: 107 shares worth $3.2K. The stake represents ﹤0.01% of the portfolio and ranks #1726 among its holdings.

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

Essential Partners held 107 shares of iShares Systematic Alternatives Active ETF worth $3.2K as of Q3 2026.
iShares Systematic Alternatives Active ETF was a new Essential Partners position in Q3 2026.
iShares Systematic Alternatives Active ETF made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1726 holding.
163 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.