BFC Planning, Inc.’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

BFC Planning, Inc.’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 Q2	$417K	Buy	+14,860	New	+$417K	0.02%	672

Other funds holding IALT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BFC Planning, Inc.'s IALT Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 14,860 shares worth $417K. The stake represents 0.02% of the portfolio and ranks #672 among its holdings.

393 funds tracked by Wall St. Rank hold IALT as of Q2 2026.

BFC Planning, Inc. held 14,860 shares of iShares Systematic Alternatives Active ETF worth $417K as of Q2 2026.
iShares Systematic Alternatives Active ETF was a new BFC Planning, Inc. position in Q2 2026.
iShares Systematic Alternatives Active ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #672 holding.
393 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.