Hoxton Planning & Management’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

Hoxton Planning & Management’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	$2.46M	Buy	+87,538	New	+$2.46M	0.64%	35

Other funds holding IALT

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hoxton Planning & Management's IALT Position: Q2 2026 in Review

Hoxton Planning & Management opened a new position in iShares Systematic Alternatives Active ETF (IALT) in Q2 2026: 87,538 shares worth $2.46M. The stake represents 0.64% of the portfolio and ranks #35 among its holdings.

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

Hoxton Planning & Management held 87,538 shares of iShares Systematic Alternatives Active ETF worth $2.46M as of Q2 2026.
iShares Systematic Alternatives Active ETF was a new Hoxton Planning & Management position in Q2 2026.
iShares Systematic Alternatives Active ETF made up 0.64% of Hoxton Planning & Management's portfolio in Q2 2026, its #35 holding.
83 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.